Verity & Verity’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539K | Buy |
684
+30
| +5% | +$23.6K | 0.05% | 98 |
|
|
2025
Q1 | $402K | Buy |
+654
| New | +$402K | 0.04% | 102 |
|
|
2020
Q1 | – | Sell |
-1,410
| Closed | -$369K | – | 98 |
|
|
2019
Q4 | $369K | Hold |
1,410
| – | – | 0.07% | 97 |
|
|
2019
Q3 | $372K | Hold |
1,410
| – | – | 0.08% | 91 |
|
|
2019
Q2 | $368K | Sell |
1,410
-225
| -14% | -$58.7K | 0.08% | 87 |
|
|
2019
Q1 | $427K | Sell |
1,635
-100
| -6% | -$26.1K | 0.1% | 93 |
|
|
2018
Q4 | $342K | Sell |
1,735
-120
| -6% | -$23.7K | 0.09% | 90 |
|
|
2018
Q3 | $422K | Buy |
1,855
+30
| +2% | +$6.83K | 0.1% | 87 |
|
|
2018
Q2 | $373K | Hold |
1,825
| – | – | 0.1% | 86 |
|
|
2018
Q1 | $316K | Buy |
1,825
+60
| +3% | +$10.4K | 0.09% | 85 |
|
|
2017
Q4 | $278K | Sell |
1,765
-345
| -16% | -$54.3K | 0.07% | 84 |
|
|
2017
Q3 | $300K | Buy |
2,110
+585
| +38% | +$83.2K | 0.09% | 84 |
|
|
2017
Q2 | $203K | Buy |
+1,525
| New | +$203K | 0.06% | 89 |
|