Pacific Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $466K | Sell |
592
-37
| -6% | -$29.1K | 0.23% | 13 |
|
|
2025
Q1 | $386K | Hold |
629
| – | – | 0.21% | 10 |
|
|
2024
Q4 | $395K | Sell |
629
-33
| -5% | -$20.7K | 0.21% | 12 |
|
|
2024
Q3 | $411K | Sell |
662
-100
| -13% | -$62.1K | 0.19% | 13 |
|
|
2024
Q2 | $501K | Buy |
762
+149
| +24% | +$97.9K | 0.25% | 14 |
|
|
2024
Q1 | $383K | Hold |
613
| – | – | 0.22% | 18 |
|
|
2023
Q4 | $383K | Buy |
613
+105
| +21% | +$65.6K | 0.22% | 18 |
|
|
2023
Q3 | $260K | Buy |
+508
| New | +$260K | 0.17% | 21 |
|