ISWM
Independent Solutions Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.61M | Sell |
4,582
-11
| -0.2% | -$8.66K | 0.7% | 46 |
|
|
2025
Q1 | $2.82M | Buy |
4,593
+70
| +2% | +$43K | 0.63% | 51 |
|
|
2024
Q4 | $2.84M | Sell |
4,523
-120
| -3% | -$75.4K | 0.62% | 47 |
|
|
2024
Q3 | $2.88M | Sell |
4,643
-108
| -2% | -$67.1K | 0.65% | 44 |
|
|
2024
Q2 | $3.12M | Sell |
4,751
-77
| -2% | -$50.6K | 0.72% | 40 |
|
|
2024
Q1 | $3.14M | Sell |
4,828
-187
| -4% | -$122K | 0.74% | 41 |
|
|
2023
Q4 | $3.13M | Buy |
5,015
+213
| +4% | +$133K | 0.8% | 40 |
|
|
2023
Q3 | $2.45M | Buy |
4,802
+94
| +2% | +$48K | 0.64% | 41 |
|
|
2023
Q2 | $2.16M | Sell |
4,708
-7
| -0.1% | -$3.21K | 0.54% | 44 |
|
|
2023
Q1 | $2.1M | Buy |
4,715
+350
| +8% | +$156K | 0.62% | 43 |
|
|
2022
Q4 | $1.7M | Sell |
4,365
-117
| -3% | -$45.5K | 0.52% | 48 |
|
|
2022
Q3 | $1.74M | Sell |
4,482
-58
| -1% | -$22.5K | 0.57% | 45 |
|
|
2022
Q2 | $1.75M | Buy |
4,540
+1,607
| +55% | +$619K | 0.55% | 49 |
|
|
2022
Q1 | $1.41M | Sell |
2,933
-297
| -9% | -$143K | 0.33% | 72 |
|
|
2021
Q4 | $2.08M | Buy |
3,230
+31
| +1% | +$19.9K | 0.49% | 52 |
|
|
2021
Q3 | $1.73M | Buy |
3,199
+49
| +2% | +$26.4K | 0.43% | 56 |
|
|
2021
Q2 | $1.54M | Buy |
3,150
+410
| +15% | +$201K | 0.37% | 63 |
|
|
2021
Q1 | $1.05M | Buy |
2,740
+153
| +6% | +$58.6K | 0.29% | 79 |
|
|
2020
Q4 | $983K | Sell |
2,587
-27
| -1% | -$10.3K | 0.31% | 70 |
|
|
2020
Q3 | $853K | Buy |
2,614
+182
| +7% | +$59.4K | 0.33% | 60 |
|
|
2020
Q2 | $720K | Buy |
2,432
+30
| +1% | +$8.89K | 0.31% | 63 |
|
|
2020
Q1 | $552K | Sell |
2,402
-37
| -2% | -$8.51K | 0.31% | 65 |
|
|
2019
Q4 | $639K | Buy |
+2,439
| New | +$639K | 0.28% | 72 |
|