MCWS
McKinley Carter Wealth Services’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7M | Buy |
18,685
+577
| +3% | +$454K | 0.82% | 29 |
|
|
2025
Q1 | $11.1M | Buy |
18,108
+1
| +0% | +$614 | 0.68% | 33 |
|
|
2024
Q4 | $11.4M | Sell |
18,107
-73
| -0.4% | -$45.9K | 0.7% | 30 |
|
|
2024
Q3 | $11.3M | Sell |
18,180
-39
| -0.2% | -$24.2K | 0.68% | 31 |
|
|
2024
Q2 | $12M | Buy |
18,219
+158
| +0.9% | +$104K | 0.76% | 31 |
|
|
2024
Q1 | $11.7M | Buy |
18,061
+263
| +1% | +$171K | 0.78% | 29 |
|
|
2023
Q4 | $11.1M | Buy |
17,798
+727
| +4% | +$454K | 0.81% | 29 |
|
|
2023
Q3 | $8.72M | Sell |
17,071
-125
| -0.7% | -$63.9K | 0.69% | 32 |
|
|
2023
Q2 | $7.88M | Sell |
17,196
-154
| -0.9% | -$70.6K | 0.59% | 34 |
|
|
2023
Q1 | $7.74M | Sell |
17,350
-223
| -1% | -$99.4K | 0.6% | 31 |
|
|
2022
Q4 | $6.84M | Buy |
17,573
+61
| +0.3% | +$23.7K | 0.58% | 39 |
|
|
2022
Q3 | $6.78M | Buy |
17,512
+339
| +2% | +$131K | 0.63% | 36 |
|
|
2022
Q2 | $6.62M | Sell |
17,173
-249
| -1% | -$96K | 0.59% | 36 |
|
|
2022
Q1 | $8.38M | Sell |
17,422
-156
| -0.9% | -$75K | 0.66% | 32 |
|
|
2021
Q4 | $11.3M | Sell |
17,578
-100
| -0.6% | -$64.3K | 0.84% | 24 |
|
|
2021
Q3 | $9.54M | Sell |
17,678
-1,024
| -5% | -$552K | 0.78% | 25 |
|
|
2021
Q2 | $9.17M | Buy |
18,702
+310
| +2% | +$152K | 0.76% | 24 |
|
|
2021
Q1 | $7.05M | Buy |
18,392
+294
| +2% | +$113K | 0.6% | 33 |
|
|
2020
Q4 | $6.87M | Buy |
18,098
+674
| +4% | +$256K | 0.9% | 22 |
|
|
2020
Q3 | $5.68M | Buy |
17,424
+69
| +0.4% | +$22.5K | 1.28% | 17 |
|
|
2020
Q2 | $5.14M | Buy |
17,355
+323
| +2% | +$95.7K | 1.26% | 16 |
|
|
2020
Q1 | $3.92M | Buy |
17,032
+264
| +2% | +$60.7K | 1.17% | 15 |
|
|
2019
Q4 | $4.39M | Sell |
16,768
-87
| -0.5% | -$22.8K | 1.03% | 18 |
|
|
2019
Q3 | $4.48M | Sell |
16,855
-255
| -1% | -$67.8K | 1.15% | 15 |
|
|
2019
Q2 | $4.47M | Sell |
17,110
-328
| -2% | -$85.7K | 1.2% | 15 |
|
|
2019
Q1 | $4.56M | Buy |
17,438
+1,289
| +8% | +$337K | 1.28% | 12 |
|
|
2018
Q4 | $3.18M | Buy |
16,149
+1,768
| +12% | +$348K | 1.05% | 19 |
|
|
2018
Q3 | $3.27M | Buy |
14,381
+795
| +6% | +$181K | 0.97% | 26 |
|
|
2018
Q2 | $2.78M | Buy |
13,586
+1,179
| +10% | +$241K | 0.89% | 29 |
|
|
2018
Q1 | $2.15M | Buy |
12,407
+7,627
| +160% | +$1.32M | 0.7% | 36 |
|
|
2017
Q4 | $754K | Sell |
4,780
-78
| -2% | -$12.3K | 0.26% | 77 |
|
|
2017
Q3 | $691K | Sell |
4,858
-118
| -2% | -$16.8K | 0.27% | 71 |
|
|
2017
Q2 | $661K | Sell |
4,976
-178
| -3% | -$23.6K | 0.29% | 66 |
|
|
2017
Q1 | $598K | Buy |
5,154
+3
| +0.1% | +$348 | 0.28% | 69 |
|
|
2016
Q4 | $590K | Buy |
5,151
+3
| +0.1% | +$344 | 0.3% | 69 |
|
|
2016
Q3 | $566K | Sell |
5,148
-188
| -4% | -$20.7K | 0.29% | 69 |
|
|
2016
Q2 | $596K | Sell |
5,336
-324
| -6% | -$36.2K | 0.31% | 69 |
|
|
2016
Q1 | $589K | Sell |
5,660
-98
| -2% | -$10.2K | 0.33% | 73 |
|
|
2015
Q4 | $556K | Sell |
5,758
-802
| -12% | -$77.4K | 0.32% | 68 |
|
|
2015
Q3 | $582K | Sell |
6,560
-1,057
| -14% | -$93.8K | 0.36% | 62 |
|
|
2015
Q2 | $768K | Sell |
7,617
-3,417
| -31% | -$345K | 0.42% | 65 |
|
|
2015
Q1 | $1.07M | Sell |
11,034
-7,592
| -41% | -$736K | 0.69% | 46 |
|
|
2014
Q4 | $1.72M | Buy |
18,626
+3,067
| +20% | +$283K | 1.34% | 25 |
|
|
2014
Q3 | $1.36M | Buy |
15,559
+339
| +2% | +$29.7K | 1.29% | 25 |
|
|
2014
Q2 | $1.23M | Buy |
15,220
+1,303
| +9% | +$105K | 1.29% | 30 |
|
|
2014
Q1 | $1.08M | Buy |
+13,917
| New | +$1.08M | 1.18% | 37 |
|