Valtinson Bruner Financial Planning’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $490K | Buy |
622
+10
| +2% | +$7.88K | 0.15% | 79 |
|
|
2025
Q1 | $376K | Hold |
612
| – | – | 0.13% | 89 |
|
|
2024
Q4 | $385K | Hold |
612
| – | – | 0.13% | 95 |
|
|
2024
Q3 | $380K | Sell |
612
-1
| -0.2% | -$621 | 0.13% | 96 |
|
|
2024
Q2 | $403K | Buy |
613
+1
| +0.2% | +$657 | 0.16% | 89 |
|
|
2024
Q1 | $398K | Hold |
612
| – | – | 0.17% | 87 |
|
|
2023
Q4 | $383K | Buy |
612
+7
| +1% | +$4.38K | 0.2% | 87 |
|
|
2023
Q3 | $309K | Hold |
605
| – | – | 0.17% | 92 |
|
|
2023
Q2 | $277K | Hold |
605
| – | – | 0.15% | 97 |
|
|
2023
Q1 | $270K | Hold |
605
| – | – | 0.15% | 100 |
|
|
2022
Q4 | $234K | Buy |
605
+5
| +0.8% | +$1.93K | 0.14% | 105 |
|
|
2022
Q3 | $232K | Hold |
600
| – | – | 0.14% | 89 |
|
|
2022
Q2 | $231K | Hold |
600
| – | – | 0.14% | 89 |
|
|
2022
Q1 | $279K | Hold |
600
| – | – | 0.16% | 78 |
|
|
2021
Q4 | $386K | Hold |
600
| – | – | 0.21% | 72 |
|
|
2021
Q3 | $342K | Hold |
600
| – | – | 0.19% | 71 |
|
|
2021
Q2 | $314K | Hold |
600
| – | – | 0.18% | 67 |
|
|
2021
Q1 | $251K | Hold |
600
| – | – | 0.15% | 72 |
|
|
2020
Q4 | $221K | Buy |
+600
| New | +$221K | 0.14% | 71 |
|