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 |
|