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Tyler-Stone Wealth Management’s Intuit INTU Stock Holding History

Tyler-Stone Wealth Management’s Portfolio INTU Stock Details INTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-16
Closed -$10.5K – 616
2024
Q2 		$10.5K Hold
16
– – ﹤0.01% 647
2024
Q1 		$10.4K Hold
16
– – ﹤0.01% 651
2023
Q4 		$10K Hold
16
– – 0.01% 638
2023
Q3 		$8K Sell
16
-18
-53% -$9.11K ﹤0.01% 648
2023
Q2 		$16K Buy
+34
New +$14.9K 0.01% 518
2022
Q4 		$14K Hold
36
– – 0.01% 499
2022
Q3 		$14K Hold
36
– – 0.01% 487
2022
Q2 		$14K Buy
36
+16
+80% +$6.63K 0.01% 506
2022
Q1 		$10K Sell
20
-3
-13% -$1.54K 0.01% 576
2021
Q4 		$15K Buy
+23
New +$14.2K 0.01% 529

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return