XML Financial’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Sell |
358
-2
| -0.6% | -$1.58K | 0.02% | 310 |
|
|
2025
Q1 | $221K | Sell |
360
-35
| -9% | -$21.5K | 0.02% | 326 |
|
|
2024
Q4 | $248K | Buy |
395
+66
| +20% | +$41.5K | 0.02% | 310 |
|
|
2024
Q3 | $204K | Sell |
329
-262
| -44% | -$163K | 0.02% | 327 |
|
|
2024
Q2 | $388K | Buy |
591
+20
| +4% | +$13.1K | 0.04% | 245 |
|
|
2024
Q1 | $371K | Buy |
571
+1
| +0.2% | +$650 | 0.04% | 252 |
|
|
2023
Q4 | $356K | Buy |
570
+50
| +10% | +$31.3K | 0.04% | 249 |
|
|
2023
Q3 | $266K | Hold |
520
| – | – | 0.03% | 274 |
|
|
2023
Q2 | $238K | Hold |
520
| – | – | 0.03% | 299 |
|
|
2023
Q1 | $232K | Hold |
520
| – | – | 0.03% | 298 |
|
|
2022
Q4 | $202K | Hold |
520
| – | – | 0.03% | 308 |
|
|
2022
Q3 | $201K | Buy |
+520
| New | +$201K | 0.03% | 289 |
|