TW
Transform Wealth’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $433K | Sell |
705
-180
| -20% | -$111K | 0.03% | 183 |
|
|
2024
Q4 | $556K | Buy |
885
+107
| +14% | +$67.3K | 0.03% | 174 |
|
|
2024
Q3 | $483K | Hold |
778
| – | – | 0.03% | 153 |
|
|
2024
Q2 | $511K | Sell |
778
-34
| -4% | -$22.3K | 0.04% | 148 |
|
|
2024
Q1 | $528K | Buy |
812
+57
| +8% | +$37.1K | 0.05% | 147 |
|
|
2023
Q4 | $472K | Sell |
755
-79
| -9% | -$49.4K | 0.05% | 170 |
|
|
2023
Q3 | $426K | Sell |
834
-35
| -4% | -$17.9K | 0.04% | 178 |
|
|
2023
Q2 | $398K | Sell |
869
-129
| -13% | -$59.1K | 0.04% | 194 |
|
|
2023
Q1 | $445K | Sell |
998
-45
| -4% | -$20.1K | 0.04% | 178 |
|
|
2022
Q4 | $406K | Hold |
1,043
| – | – | 0.05% | 159 |
|
|
2022
Q3 | $404K | Sell |
1,043
-15
| -1% | -$5.81K | 0.05% | 134 |
|
|
2022
Q2 | $408K | Sell |
1,058
-126
| -11% | -$48.6K | 0.06% | 143 |
|
|
2022
Q1 | $569K | Sell |
1,184
-130
| -10% | -$62.5K | 0.06% | 147 |
|
|
2021
Q4 | $845K | Sell |
1,314
-8
| -0.6% | -$5.15K | 0.09% | 125 |
|
|
2021
Q3 | $713K | Sell |
1,322
-38
| -3% | -$20.5K | 0.08% | 140 |
|
|
2021
Q2 | $667K | Sell |
1,360
-174
| -11% | -$85.3K | 0.08% | 154 |
|
|
2021
Q1 | $588K | Sell |
1,534
-343
| -18% | -$131K | 0.12% | 140 |
|
|
2020
Q4 | $713K | Sell |
1,877
-171
| -8% | -$65K | 0.15% | 122 |
|
|
2020
Q3 | $668K | Sell |
2,048
-470
| -19% | -$153K | 0.11% | 127 |
|
|
2020
Q2 | $746K | Buy |
2,518
+284
| +13% | +$84.1K | 0.13% | 116 |
|
|
2020
Q1 | $514K | Buy |
2,234
+656
| +42% | +$151K | 0.11% | 141 |
|
|
2019
Q4 | $413K | Buy |
+1,578
| New | +$413K | 0.07% | 170 |
|