Winthrop Advisory Group’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $508K | Buy |
|
|||||
|
2025
Q2 | $508K | Hold |
|
|||||
|
2025
Q1 | $396K | Sell |
|
|||||
|
2024
Q4 | $418K | Sell |
|
|||||
|
2024
Q3 | $428K | Sell |
|
|||||
|
2024
Q2 | $456K | Sell |
|
|||||
|
2024
Q1 | $454K | Sell |
|
|||||
|
2023
Q4 | $449K | Sell |
|
|||||
|
2023
Q3 | $368K | Sell |
|
|||||
|
2023
Q2 | $381K | Sell |
|
|||||
|
2023
Q1 | $380K | Sell |
|
|||||
|
2022
Q4 | $332K | Hold |
|
|||||
|
2022
Q3 | $331K | Sell |
|
|||||
|
2022
Q2 | $350K | Sell |
|
|||||
|
2022
Q1 | $444K | Buy |
|
|||||
|
2021
Q4 | $564K | Hold |
|
|||||
|
2021
Q3 | $473K | Sell |
|
|||||
|
2021
Q2 | $432K | Sell |
|
|||||
|
2021
Q1 | $343K | Sell |
|
|||||
|
2020
Q4 | $367K | Buy |
|
|||||
|
2020
Q3 | $316K | Buy |
|
|||||
|
2020
Q2 | $288K | Buy |
|
|||||
|
2020
Q1 | $215K | Sell |
|
|||||
|
2019
Q4 | $251K | Buy |
|
|||||
|
2019
Q3 | $255K | Buy |
|