BWS
Buck Wealth Strategies’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Buy |
16,398
+1,042
| +7% | +$821K | 1.97% | 14 |
|
|
2025
Q1 | $9.43M | Buy |
15,356
+1,320
| +9% | +$810K | 1.71% | 25 |
|
|
2024
Q4 | $8.82M | Buy |
14,036
+3,035
| +28% | +$1.91M | 1.83% | 28 |
|
|
2024
Q3 | $6.83M | Sell |
11,001
-1,625
| -13% | -$1.01M | 2.15% | 23 |
|
|
2024
Q2 | $8.3M | Buy |
12,626
+7,541
| +148% | +$4.96M | 2.45% | 13 |
|
|
2024
Q1 | $3.31M | Sell |
5,085
-6,807
| -57% | -$4.42M | 1.14% | 26 |
|
|
2023
Q4 | $7.43M | Buy |
11,892
+2,532
| +27% | +$1.58M | 2.75% | 16 |
|
|
2023
Q3 | $4.78M | Buy |
9,360
+9,320
| +23,300% | +$4.76M | 1.92% | 32 |
|
|
2023
Q2 | $18.4K | Buy |
40
+32
| +400% | +$14.7K | 0.01% | 116 |
|
|
2023
Q1 | $3.63K | Buy |
+8
| New | +$3.63K | ﹤0.01% | 143 |
|
|
2022
Q3 | $4.24M | Buy |
+8,303
| New | +$4.24M | 1.98% | 32 |
|