Wellington Shields Capital Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Hold |
1,525
| – | – | 0.2% | 97 |
|
|
2025
Q1 | $936K | Hold |
1,525
| – | – | 0.17% | 102 |
|
|
2024
Q4 | $958K | Hold |
1,525
| – | – | 0.17% | 102 |
|
|
2024
Q3 | $947K | Buy |
1,525
+636
| +72% | +$395K | 0.16% | 109 |
|
|
2024
Q2 | $584K | Buy |
889
+14
| +2% | +$9.2K | 0.11% | 143 |
|
|
2024
Q1 | $569K | Hold |
875
| – | – | 0.11% | 143 |
|
|
2023
Q4 | $547K | Buy |
+875
| New | +$547K | 0.07% | 140 |
|
|
2017
Q3 | – | Sell |
-2,600
| Closed | -$345K | – | 325 |
|
|
2017
Q2 | $345K | Buy |
+2,600
| New | +$345K | 0.06% | 250 |
|