Bernardo Wealth Planning’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 | $498K | Sell |
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|
2025
Q2 | $584K | Buy |
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|
2025
Q1 | $445K | Sell |
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|
2024
Q4 | $456K | Buy |
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|
2024
Q3 | $437K | Sell |
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|
2024
Q2 | $475K | Buy |
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|
2024
Q1 | $467K | Hold |
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|
2023
Q4 | $449K | Buy |
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|
2023
Q3 | $367K | Hold |
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|
2023
Q2 | $329K | Hold |
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|
2023
Q1 | $320K | Hold |
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|
2022
Q4 | $279K | Hold |
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|
2022
Q3 | $299K | Hold |
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|
2022
Q2 | $276K | Hold |
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|
2022
Q1 | $345K | Hold |
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|
2021
Q4 | $461K | Hold |
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|
2021
Q3 | $387K | Buy |
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|
2021
Q2 | $340K | Hold |
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|
2021
Q1 | $266K | Sell |
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|
2020
Q4 | $275K | Hold |
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|
2020
Q3 | $236K | Hold |
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|
2020
Q2 | $214K | Buy |
|