Wealthstar Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729K | Hold |
925
| – | – | 0.27% | 66 |
|
|
2025
Q1 | $568K | Hold |
925
| – | – | 0.26% | 89 |
|
|
2024
Q4 | $581K | Buy |
+925
| New | +$581K | 0.25% | 78 |
|
|
2024
Q2 | – | Sell |
-984
| Closed | -$640K | – | 79 |
|
|
2024
Q1 | $640K | Buy |
984
+13
| +1% | +$8.45K | 0.22% | 58 |
|
|
2023
Q4 | $607K | Sell |
971
-162
| -14% | -$101K | 0.1% | 55 |
|
|
2023
Q3 | $579K | Buy |
1,133
+208
| +22% | +$106K | 0.22% | 44 |
|
|
2023
Q2 | $424K | Hold |
925
| – | – | 0.18% | 53 |
|
|
2023
Q1 | $412K | Hold |
925
| – | – | 0.16% | 56 |
|
|
2022
Q4 | $360K | Hold |
925
| – | – | 0.16% | 64 |
|
|
2022
Q3 | $357K | Hold |
925
| – | – | 0.17% | 61 |
|
|
2022
Q2 | $357K | Hold |
925
| – | – | 0.14% | 65 |
|
|
2022
Q1 | $445K | Hold |
925
| – | – | 0.16% | 63 |
|
|
2021
Q4 | $595K | Hold |
925
| – | – | 0.2% | 44 |
|
|
2021
Q3 | $499K | Hold |
925
| – | – | 0.15% | 49 |
|
|
2021
Q2 | $453K | Buy |
+925
| New | +$453K | 0.14% | 60 |
|