WestEnd 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 | $7.09K | Hold |
9
| – | – | ﹤0.01% | 86 |
|
|
2025
Q1 | $5.53K | Buy |
9
+7
| +350% | +$4.3K | ﹤0.01% | 93 |
|
|
2024
Q4 | $1.26K | Buy |
2
+1
| +100% | +$629 | ﹤0.01% | 118 |
|
|
2024
Q3 | $621 | Hold |
1
| – | – | ﹤0.01% | 156 |
|
|
2024
Q2 | $657 | Sell |
1
-1
| -50% | -$657 | ﹤0.01% | 144 |
|
|
2024
Q1 | $1.3K | Hold |
2
| – | – | ﹤0.01% | 102 |
|
|
2023
Q4 | $1.25K | Hold |
2
| – | – | ﹤0.01% | 110 |
|
|
2023
Q3 | $1.02K | Buy |
+2
| New | +$1.02K | ﹤0.01% | 110 |
|
|
2023
Q2 | – | Hold |
0
| – | -$892 | – | 170 |
|
|
2023
Q1 | – | Sell |
-2
| Closed | -$778 | – | 115 |
|
|
2022
Q4 | $778 | Hold |
2
| – | – | ﹤0.01% | 113 |
|
|
2022
Q3 | $1K | Sell |
2
-1
| -33% | -$500 | ﹤0.01% | 115 |
|
|
2022
Q2 | $1.16K | Buy |
+3
| New | +$1.16K | ﹤0.01% | 100 |
|
|
2022
Q1 | – | Sell |
-2
| Closed | -$1.29K | – | 110 |
|
|
2021
Q4 | $1.29K | Buy |
+2
| New | +$1.29K | ﹤0.01% | 100 |
|
|
2021
Q3 | – | Hold |
0
| – | -$980K | – | 96 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 96 |
|
|
2013
Q3 | – | Sell |
-153
| Closed | -$9.34K | – | 44 |
|
|
2013
Q2 | $9.34K | Buy |
+153
| New | +$9.34K | ﹤0.01% | 40 |
|