McGlone Suttner Wealth Management’s Intuit INTU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-385
Closed -$242K 195
2024
Q4
$242K Buy
385
+16
+4% +$10.1K 0.04% 153
2024
Q3
$229K Buy
369
+13
+4% +$8.07K 0.05% 155
2024
Q2
$222K Sell
356
-12
-3% -$7.5K 0.05% 148
2024
Q1
$239K Buy
368
+12
+3% +$7.8K 0.04% 152
2023
Q4
$222K Buy
+356
New +$222K 0.04% 148