Pinnacle Wealth Planning Services’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.34M | Buy |
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|
2025
Q2 | $1.47M | Buy |
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|
2025
Q1 | $1.13M | Buy |
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|
2024
Q4 | $1.1M | Sell |
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|
2024
Q3 | $1.38M | Sell |
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|
2024
Q2 | $1.48M | Sell |
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|
2024
Q1 | $1.47M | Sell |
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|
2023
Q4 | $1.48M | Sell |
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|
2023
Q3 | $1.22M | Sell |
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|
2023
Q2 | $1.14M | Buy |
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|
2023
Q1 | $988K | Sell |
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|
2022
Q4 | $880K | Buy |
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|
2022
Q3 | $852K | Sell |
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|
2022
Q2 | $849K | Buy |
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|
2022
Q1 | $943K | Sell |
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|
2021
Q4 | $1.35M | Buy |
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|
2021
Q3 | $1.12M | Buy |
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|
2021
Q2 | $1M | Sell |
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|
2021
Q1 | $822K | Buy |
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|
2020
Q4 | $755K | Sell |
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|
2020
Q3 | $674K | Buy |
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|
2020
Q2 | $608K | Sell |
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|
2020
Q1 | $494K | Buy |
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|
2019
Q4 | $505K | Buy |
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|
2019
Q3 | $502K | Buy |
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|
2019
Q2 | $447K | Buy |
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|
2019
Q1 | $442K | Sell |
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|
2018
Q4 | $493K | Sell |
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|
2018
Q3 | $576K | Sell |
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|
2018
Q2 | $527K | Buy |
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|
2018
Q1 | $339K | Buy |
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|
2017
Q4 | $51K | Buy |
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