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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $327K | Buy |
756
+4
| +0.5% | +$1.91K | 0.06% | 94 |
|
|
2025
Q4 | $498K | Buy |
752
+23
| +3% | +$15.2K | 0.09% | 77 |
|
|
2025
Q3 | $498K | Sell |
729
-13
| -2% | -$9.37K | 0.1% | 74 |
|
|
2025
Q2 | $584K | Buy |
742
+18
| +2% | +$12.2K | 0.13% | 67 |
|
|
2025
Q1 | $445K | Sell |
724
-7
| -1% | -$4.2K | 0.11% | 72 |
|
|
2024
Q4 | $456K | Buy |
731
+13
| +2% | +$8.31K | 0.11% | 66 |
|
|
2024
Q3 | $437K | Sell |
718
-4
| -0.6% | -$2.55K | 0.11% | 69 |
|
|
2024
Q2 | $475K | Buy |
722
+3
| +0.4% | +$1.86K | 0.13% | 60 |
|
|
2024
Q1 | $467K | Hold |
719
| – | – | 0.13% | 61 |
|
|
2023
Q4 | $449K | Buy |
719
+1
| +0.1% | +$552 | 0.14% | 59 |
|
|
2023
Q3 | $367K | Hold |
718
| – | – | 0.15% | 60 |
|
|
2023
Q2 | $329K | Hold |
718
| – | – | 0.13% | 62 |
|
|
2023
Q1 | $320K | Hold |
718
| – | – | 0.14% | 64 |
|
|
2022
Q4 | $279K | Hold |
718
| – | – | 0.13% | 70 |
|
|
2022
Q3 | $299K | Hold |
718
| – | – | 0.17% | 63 |
|
|
2022
Q2 | $276K | Hold |
718
| – | – | 0.16% | 64 |
|
|
2022
Q1 | $345K | Hold |
718
| – | – | 0.17% | 61 |
|
|
2021
Q4 | $461K | Hold |
718
| – | – | 0.23% | 48 |
|
|
2021
Q3 | $387K | Buy |
718
+23
| +3% | +$12.4K | 0.22% | 51 |
|
|
2021
Q2 | $340K | Hold |
695
| – | – | 0.2% | 57 |
|
|
2021
Q1 | $266K | Sell |
695
-29
| -4% | -$11.2K | 0.17% | 62 |
|
|
2020
Q4 | $275K | Hold |
724
| – | – | 0.11% | 141 |
|
|
2020
Q3 | $236K | Hold |
724
| – | – | 0.11% | 137 |
|
|
2020
Q2 | $214K | Buy |
+724
| New | +$199K | 0.11% | 126 |
|
Other funds holding INTU
VCM
VPM
