PP
PDS Planning’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
1,685
+320
| +23% | +$252K | 0.1% | 92 |
|
|
2025
Q1 | $838K | Buy |
1,365
+130
| +11% | +$79.8K | 0.07% | 128 |
|
|
2024
Q4 | $776K | Sell |
1,235
-42
| -3% | -$26.4K | 0.07% | 123 |
|
|
2024
Q3 | $793K | Buy |
1,277
+75
| +6% | +$46.6K | 0.07% | 123 |
|
|
2024
Q2 | $790K | Buy |
1,202
+58
| +5% | +$38.1K | 0.08% | 104 |
|
|
2024
Q1 | $744K | Buy |
1,144
+57
| +5% | +$37.1K | 0.08% | 110 |
|
|
2023
Q4 | $679K | Sell |
1,087
-3
| -0.3% | -$1.88K | 0.08% | 107 |
|
|
2023
Q3 | $557K | Buy |
1,090
+36
| +3% | +$18.4K | 0.07% | 116 |
|
|
2023
Q2 | $483K | Buy |
1,054
+196
| +23% | +$89.8K | 0.06% | 139 |
|
|
2023
Q1 | $383K | Buy |
858
+171
| +25% | +$76.2K | 0.05% | 151 |
|
|
2022
Q4 | $267K | Buy |
687
+87
| +15% | +$33.9K | 0.04% | 157 |
|
|
2022
Q3 | $232K | Sell |
600
-106
| -15% | -$41K | 0.04% | 160 |
|
|
2022
Q2 | $272K | Buy |
706
+180
| +34% | +$69.3K | 0.05% | 157 |
|
|
2022
Q1 | $253K | Buy |
526
+12
| +2% | +$5.77K | 0.04% | 168 |
|
|
2021
Q4 | $331K | Sell |
514
-1
| -0.2% | -$644 | 0.06% | 127 |
|
|
2021
Q3 | $278K | Buy |
515
+40
| +8% | +$21.6K | 0.06% | 141 |
|
|
2021
Q2 | $233K | Buy |
+475
| New | +$233K | 0.06% | 158 |
|