Wharton Business 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 | $815K | Hold |
1,035
| – | – | 0.03% | 84 |
|
|
2025
Q1 | $635K | Hold |
1,035
| – | – | 0.03% | 89 |
|
|
2024
Q4 | $650K | Hold |
1,035
| – | – | 0.03% | 88 |
|
|
2024
Q3 | $643K | Sell |
1,035
-13
| -1% | -$8.08K | 0.03% | 92 |
|
|
2024
Q2 | $689K | Buy |
1,048
+13
| +1% | +$8.55K | 0.04% | 85 |
|
|
2024
Q1 | $673K | Hold |
1,035
| – | – | 0.03% | 86 |
|
|
2023
Q4 | $647K | Hold |
1,035
| – | – | 0.03% | 85 |
|
|
2023
Q3 | $529K | Hold |
1,035
| – | – | 0.03% | 91 |
|
|
2023
Q2 | $474K | Hold |
1,035
| – | – | 0.03% | 91 |
|
|
2023
Q1 | $461K | Hold |
1,035
| – | – | 0.03% | 94 |
|
|
2022
Q4 | $403K | Hold |
1,035
| – | – | 0.02% | 101 |
|
|
2022
Q3 | $400K | Hold |
1,035
| – | – | 0.03% | 92 |
|
|
2022
Q2 | $399K | Hold |
1,035
| – | – | 0.03% | 95 |
|
|
2022
Q1 | $498K | Hold |
1,035
| – | – | 0.03% | 88 |
|
|
2021
Q4 | $666K | Buy |
+1,035
| New | +$666K | 0.04% | 79 |
|
|
2021
Q3 | – | Sell |
-1,192
| Closed | -$584K | – | 99 |
|
|
2021
Q2 | $584K | Sell |
1,192
-80
| -6% | -$39.2K | 0.05% | 73 |
|
|
2021
Q1 | $487K | Hold |
1,272
| – | – | 0.04% | 78 |
|
|
2020
Q4 | $483K | Hold |
1,272
| – | – | 0.04% | 72 |
|
|
2020
Q3 | $415K | Hold |
1,272
| – | – | 0.04% | 76 |
|
|
2020
Q2 | $377K | Buy |
1,272
+150
| +13% | +$44.5K | 0.04% | 75 |
|
|
2020
Q1 | $258K | Hold |
1,122
| – | – | 0.03% | 85 |
|
|
2019
Q4 | $294K | Buy |
+1,122
| New | +$294K | 0.03% | 97 |
|