Planned Solutions’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $529K | Hold |
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|
2025
Q1 | $413K | Hold |
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|
2024
Q4 | $422K | Hold |
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|
2024
Q3 | $417K | Hold |
|
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|
2024
Q2 | $442K | Hold |
|
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|
2024
Q1 | $437K | Hold |
|
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|
2023
Q4 | $420K | Hold |
|
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|
2023
Q3 | $343K | Sell |
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|
2023
Q2 | $331K | Hold |
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|
2023
Q1 | $322K | Hold |
|
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|
2022
Q4 | $281K | Hold |
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|
2022
Q3 | $280K | Hold |
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|
2022
Q2 | $278K | Sell |
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|
2022
Q1 | $400K | Hold |
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|
2021
Q4 | $535K | Buy |
|
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|
2021
Q2 | $408K | Hold |
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|
2021
Q1 | $319K | Buy |
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|
2020
Q4 | $217K | Buy |
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|
2020
Q3 | $121K | Buy |
|