9258 Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $396K | Sell |
637
-12
| -2% | -$7.45K | 0.06% | 236 |
|
|
2024
Q2 | $427K | Buy |
649
+1
| +0.2% | +$657 | 0.07% | 216 |
|
|
2024
Q1 | $421K | Sell |
648
-2
| -0.3% | -$1.3K | 0.07% | 219 |
|
|
2023
Q4 | $406K | Buy |
650
+146
| +29% | +$91.3K | 0.07% | 211 |
|
|
2023
Q3 | $258K | Buy |
+504
| New | +$258K | 0.05% | 269 |
|