Planning Capital Management Corporation’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$1.05M Buy
1,691
+684
+68% +$425K 0.7% 40
2024
Q2
$662K Buy
1,007
+714
+244% +$469K 0.47% 40
2024
Q1
$190K Hold
293
0.14% 85
2023
Q4
$183K Buy
+293
New +$183K 0.14% 87