Tyler-Stone Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-16
| Closed | -$10.5K | – | 591 |
|
|
2024
Q2 | $10.5K | Hold |
16
| – | – | ﹤0.01% | 629 |
|
|
2024
Q1 | $10.4K | Hold |
16
| – | – | ﹤0.01% | 634 |
|
|
2023
Q4 | $10K | Hold |
16
| – | – | 0.01% | 625 |
|
|
2023
Q3 | $8K | Sell |
16
-18
| -53% | -$9K | ﹤0.01% | 638 |
|
|
2023
Q2 | $16K | Buy |
+34
| New | +$16K | 0.01% | 515 |
|
|
2022
Q4 | $14K | Hold |
36
| – | – | 0.01% | 499 |
|
|
2022
Q3 | $14K | Hold |
36
| – | – | 0.01% | 485 |
|
|
2022
Q2 | $14K | Buy |
36
+16
| +80% | +$6.22K | 0.01% | 504 |
|
|
2022
Q1 | $10K | Sell |
20
-3
| -13% | -$1.5K | 0.01% | 572 |
|
|
2021
Q4 | $15K | Buy |
+23
| New | +$15K | 0.01% | 526 |
|