Venturi Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.36M | Buy |
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|
2025
Q1 | $2.52M | Buy |
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|
2024
Q4 | $2.28M | Sell |
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|
2024
Q3 | $2.37M | Buy |
|
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|
2024
Q2 | $2.06M | Buy |
|
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|
2024
Q1 | $1.55M | Sell |
|
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|
2023
Q4 | $1.72M | Sell |
|
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|
2023
Q3 | $1.51M | Sell |
|
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|
2023
Q2 | $1.41M | Buy |
|
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|
2023
Q1 | $1.33M | Sell |
|
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|
2022
Q4 | $1.23M | Buy |
|
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|
2022
Q3 | $1.14M | Buy |
|
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|
2022
Q2 | $1.02M | Buy |
|
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|
2022
Q1 | $1.25M | Buy |
|
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|
2021
Q4 | $1.62M | Buy |
|
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|
2021
Q3 | $1.26M | Sell |
|
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|
2021
Q2 | $1.59M | Sell |
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|
2021
Q1 | $1.26M | Sell |
|
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|
2020
Q4 | $1.37M | Buy |
|
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|
2020
Q3 | $1.09M | Buy |
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|
2020
Q2 | $661K | Buy |
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|
2020
Q1 | $325K | Buy |
|