West Branch Capital’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Buy |
398
+248
| +165% | +$195K | 0.09% | 70 |
|
|
2025
Q1 | $91.8K | Buy |
150
+135
| +900% | +$82.6K | 0.03% | 122 |
|
|
2024
Q4 | $9.13K | Sell |
15
-15
| -50% | -$9.13K | ﹤0.01% | 275 |
|
|
2024
Q3 | $18.8K | Sell |
30
-10
| -25% | -$6.28K | 0.01% | 228 |
|
|
2024
Q2 | $26.3K | Sell |
40
-3
| -7% | -$1.97K | 0.01% | 205 |
|
|
2024
Q1 | $28K | Buy |
43
+19
| +79% | +$12.4K | 0.01% | 203 |
|
|
2023
Q4 | $15K | Buy |
24
+13
| +118% | +$8.14K | 0.01% | 250 |
|
|
2023
Q3 | $5.63K | Hold |
11
| – | – | ﹤0.01% | 326 |
|
|
2023
Q2 | $5.04K | Buy |
+11
| New | +$5.04K | ﹤0.01% | 347 |
|