Wealth 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 | $265K | Buy |
+336
| New | +$265K | 0.26% | 73 |
|
|
2025
Q1 | – | Sell |
-345
| Closed | -$217K | – | 164 |
|
|
2024
Q4 | $217K | Buy |
+345
| New | +$217K | 0.14% | 150 |
|
|
2024
Q3 | – | Sell |
-341
| Closed | -$224K | – | 160 |
|
|
2024
Q2 | $224K | Buy |
341
+5
| +1% | +$3.28K | 0.16% | 140 |
|
|
2024
Q1 | $218K | Buy |
+336
| New | +$218K | 0.16% | 135 |
|