Wade Financial Advisory’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-322
| Closed | -$202K | – | 78 |
|
|
2024
Q4 | $202K | Sell |
322
-25
| -7% | -$15.7K | 0.07% | 79 |
|
|
2024
Q3 | $215K | Sell |
347
-25
| -7% | -$15.5K | 0.07% | 78 |
|
|
2024
Q2 | $244K | Sell |
372
-25
| -6% | -$16.4K | 0.09% | 72 |
|
|
2024
Q1 | $258K | Sell |
397
-25
| -6% | -$16.3K | 0.09% | 70 |
|
|
2023
Q4 | $264K | Sell |
422
-25
| -6% | -$15.6K | 0.1% | 68 |
|
|
2023
Q3 | $228K | Buy |
+447
| New | +$228K | 0.1% | 69 |
|
|
2023
Q2 | – | Sell |
-497
| Closed | -$222K | – | 76 |
|
|
2023
Q1 | $222K | Buy |
+497
| New | +$222K | 0.09% | 75 |
|
|
2022
Q3 | – | Sell |
-572
| Closed | -$220K | – | 76 |
|
|
2022
Q2 | $220K | Sell |
572
-29
| -5% | -$11.2K | 0.1% | 74 |
|
|
2022
Q1 | $289K | Sell |
601
-25
| -4% | -$12K | 0.12% | 67 |
|
|
2021
Q4 | $403K | Hold |
626
| – | – | 0.21% | 52 |
|
|
2021
Q3 | $338K | Hold |
626
| – | – | 0.19% | 55 |
|
|
2021
Q2 | $307K | Buy |
626
+4
| +0.6% | +$1.96K | 0.17% | 58 |
|
|
2021
Q1 | $238K | Hold |
622
| – | – | 0.15% | 63 |
|
|
2020
Q4 | $236K | Hold |
622
| – | – | 0.16% | 64 |
|
|
2020
Q3 | $203K | Sell |
622
-140
| -18% | -$45.7K | 0.16% | 62 |
|
|
2020
Q2 | $226K | Buy |
+762
| New | +$226K | 0.2% | 62 |
|
|
2020
Q1 | – | Sell |
-862
| Closed | -$226K | – | 64 |
|
|
2019
Q4 | $226K | Buy |
+862
| New | +$226K | 0.2% | 59 |
|