Wealth Alliance’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
2,120
+77
| +4% | +$60.6K | 0.19% | 104 |
|
|
2025
Q1 | $1.25M | Buy |
2,043
+218
| +12% | +$134K | 0.15% | 137 |
|
|
2024
Q4 | $1.15M | Sell |
1,825
-8
| -0.4% | -$5.03K | 0.14% | 148 |
|
|
2024
Q3 | $1.14M | Sell |
1,833
-38
| -2% | -$23.6K | 0.14% | 147 |
|
|
2024
Q2 | $1.23M | Sell |
1,871
-26
| -1% | -$17.1K | 0.16% | 128 |
|
|
2024
Q1 | $1.23M | Sell |
1,897
-52
| -3% | -$33.8K | 0.16% | 130 |
|
|
2023
Q4 | $1.22M | Sell |
1,949
-10
| -0.5% | -$6.25K | 0.17% | 120 |
|
|
2023
Q3 | $1M | Sell |
1,959
-312
| -14% | -$159K | 0.16% | 133 |
|
|
2023
Q2 | $1.04M | Buy |
2,271
+646
| +40% | +$296K | 0.16% | 133 |
|
|
2023
Q1 | $724K | Buy |
1,625
+668
| +70% | +$298K | 0.12% | 185 |
|
|
2022
Q4 | $373K | Sell |
957
-383
| -29% | -$149K | 0.07% | 288 |
|
|
2022
Q3 | $519K | Buy |
1,340
+330
| +33% | +$128K | 0.1% | 206 |
|
|
2022
Q2 | $389K | Buy |
1,010
+15
| +2% | +$5.78K | 0.07% | 257 |
|
|
2022
Q1 | $478K | Sell |
995
-147
| -13% | -$70.6K | 0.1% | 226 |
|
|
2021
Q4 | $735K | Buy |
1,142
+186
| +19% | +$120K | 0.15% | 158 |
|
|
2021
Q3 | $516K | Buy |
956
+34
| +4% | +$18.4K | 0.12% | 192 |
|
|
2021
Q2 | $452K | Buy |
922
+143
| +18% | +$70.1K | 0.11% | 222 |
|
|
2021
Q1 | $298K | Sell |
779
-316
| -29% | -$121K | 0.08% | 291 |
|
|
2020
Q4 | $416K | Sell |
1,095
-8
| -0.7% | -$3.04K | 0.12% | 201 |
|
|
2020
Q3 | $360K | Buy |
1,103
+106
| +11% | +$34.6K | 0.13% | 192 |
|
|
2020
Q2 | $295K | Buy |
997
+117
| +13% | +$34.6K | 0.12% | 222 |
|
|
2020
Q1 | $202K | Buy |
+880
| New | +$202K | 0.11% | 223 |
|