W.H. Cornerstone Investments’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $701K | Buy |
891
+10
| +1% | +$7.87K | 0.44% | 59 |
|
2025
Q1 | $541K | Sell |
881
-185
| -17% | -$114K | 0.37% | 64 |
|
2024
Q4 | $670K | Sell |
1,066
-273
| -20% | -$172K | 0.45% | 53 |
|
2024
Q3 | $832K | Sell |
1,339
-72
| -5% | -$44.7K | 0.56% | 45 |
|
2024
Q2 | $927K | Buy |
1,411
+38
| +3% | +$25K | 0.66% | 38 |
|
2024
Q1 | $892K | Buy |
1,373
+576
| +72% | +$374K | 0.64% | 44 |
|
2023
Q4 | $498K | Buy |
797
+90
| +13% | +$56.2K | 0.39% | 72 |
|
2023
Q3 | $361K | Buy |
707
+74
| +12% | +$37.8K | 0.32% | 84 |
|
2023
Q2 | $290K | Buy |
633
+25
| +4% | +$11.5K | 0.26% | 91 |
|
2023
Q1 | $271K | Buy |
+608
| New | +$271K | 0.25% | 97 |
|