Wealth Architects’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $945K | Sell |
1,200
-8
| -0.7% | -$6.3K | 0.1% | 99 |
|
|
2025
Q1 | $742K | Buy |
1,208
+29
| +2% | +$17.8K | 0.08% | 112 |
|
|
2024
Q4 | $741K | Sell |
1,179
-91
| -7% | -$57.2K | 0.08% | 98 |
|
|
2024
Q3 | $789K | Buy |
1,270
+37
| +3% | +$23K | 0.09% | 93 |
|
|
2024
Q2 | $810K | Buy |
1,233
+26
| +2% | +$17.1K | 0.1% | 90 |
|
|
2024
Q1 | $785K | Sell |
1,207
-3
| -0.2% | -$1.95K | 0.1% | 90 |
|
|
2023
Q4 | $756K | Buy |
1,210
+33
| +3% | +$20.6K | 0.11% | 86 |
|
|
2023
Q3 | $601K | Sell |
1,177
-15
| -1% | -$7.66K | 0.1% | 94 |
|
|
2023
Q2 | $546K | Buy |
1,192
+15
| +1% | +$6.87K | 0.09% | 101 |
|
|
2023
Q1 | $525K | Buy |
1,177
+97
| +9% | +$43.2K | 0.09% | 99 |
|
|
2022
Q4 | $420K | Sell |
1,080
-23
| -2% | -$8.95K | 0.08% | 114 |
|
|
2022
Q3 | $427K | Buy |
1,103
+82
| +8% | +$31.7K | 0.09% | 103 |
|
|
2022
Q2 | $394K | Sell |
1,021
-22
| -2% | -$8.49K | 0.08% | 116 |
|
|
2022
Q1 | $502K | Sell |
1,043
-27
| -3% | -$13K | 0.09% | 113 |
|
|
2021
Q4 | $688K | Sell |
1,070
-529
| -33% | -$340K | 0.12% | 87 |
|
|
2021
Q3 | $863K | Buy |
1,599
+1,113
| +229% | +$601K | 0.17% | 61 |
|
|
2021
Q2 | $238K | Buy |
+486
| New | +$238K | 0.05% | 157 |
|
|
2021
Q1 | – | Sell |
-593
| Closed | -$225K | – | 173 |
|
|
2020
Q4 | $225K | Buy |
+593
| New | +$225K | 0.05% | 141 |
|
|
2020
Q1 | – | Sell |
-1,361
| Closed | -$356K | – | 139 |
|
|
2019
Q4 | $356K | Buy |
+1,361
| New | +$356K | 0.1% | 85 |
|