Valtinson Bruner Financial Planning’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $425K | Buy |
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|
2025
Q2 | $490K | Buy |
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|
2025
Q1 | $376K | Hold |
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|
2024
Q4 | $385K | Hold |
|
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|
2024
Q3 | $380K | Sell |
|
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|
2024
Q2 | $403K | Buy |
|
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|
2024
Q1 | $398K | Hold |
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|
2023
Q4 | $383K | Buy |
|
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|
2023
Q3 | $309K | Hold |
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|
2023
Q2 | $277K | Hold |
|
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|
2023
Q1 | $270K | Hold |
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|
2022
Q4 | $234K | Buy |
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|
2022
Q3 | $232K | Hold |
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|
2022
Q2 | $231K | Hold |
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|
2022
Q1 | $279K | Hold |
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|
2021
Q4 | $386K | Hold |
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|
2021
Q3 | $342K | Hold |
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|
2021
Q2 | $314K | Hold |
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|
2021
Q1 | $251K | Hold |
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|
2020
Q4 | $221K | Buy |
|