VisionPoint Advisory Group’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Buy |
+366
| New | +$288K | 0.06% | 278 |
|
|
2024
Q3 | – | Sell |
-45
| Closed | -$29.6K | – | 501 |
|
|
2024
Q2 | $29.6K | Buy |
45
+24
| +114% | +$15.8K | 0.01% | 344 |
|
|
2024
Q1 | $13.7K | Sell |
21
-11
| -34% | -$7.15K | ﹤0.01% | 430 |
|
|
2023
Q4 | $19.4K | Sell |
32
-14
| -30% | -$8.49K | 0.01% | 356 |
|
|
2023
Q3 | $23.5K | Buy |
46
+18
| +64% | +$9.2K | 0.01% | 350 |
|
|
2023
Q2 | $12.8K | Buy |
+28
| New | +$12.8K | 0.01% | 368 |
|
|
2021
Q1 | – | Sell |
-552
| Closed | -$210K | – | 133 |
|
|
2020
Q4 | $210K | Sell |
552
-305
| -36% | -$116K | 0.11% | 133 |
|
|
2020
Q3 | $280K | Sell |
857
-173
| -17% | -$56.5K | 0.12% | 94 |
|
|
2020
Q2 | $297K | Buy |
1,030
+25
| +2% | +$7.21K | 0.12% | 82 |
|
|
2020
Q1 | $231K | Buy |
+1,005
| New | +$231K | 0.11% | 100 |
|