Capital 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
$8.94M Buy
2024
Q4
Sell
2024
Q3
$71.4K Buy
2024
Q2
Sell
2024
Q1
$229K Buy
2015
Q3
Sell
2015
Q2
$322K Sell
2015
Q1
$330K Sell
2014
Q4
$325K Sell
2014
Q3
$324K Sell
2014
Q2
$307K Hold
2014
Q1
$297K Buy
2013
Q4
Sell
2013
Q3
$253K Buy