Waldron Private Wealth’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 |
-1,930
| Closed | -$1.21M | – | 357 |
|
|
2024
Q4 | $1.21M | Buy |
1,930
+36
| +2% | +$22.6K | 0.05% | 150 |
|
|
2024
Q3 | $1.18M | Buy |
1,894
+11
| +0.6% | +$6.83K | 0.05% | 150 |
|
|
2024
Q2 | $1.24M | Sell |
1,883
-38
| -2% | -$25K | 0.06% | 135 |
|
|
2024
Q1 | $1.25M | Buy |
1,921
+93
| +5% | +$60.5K | 0.06% | 143 |
|
|
2023
Q4 | $1.14M | Sell |
1,828
-117
| -6% | -$73.1K | 0.05% | 143 |
|
|
2023
Q3 | $994K | Buy |
1,945
+53
| +3% | +$27.1K | 0.05% | 153 |
|
|
2023
Q2 | $867K | Sell |
1,892
-98
| -5% | -$44.9K | 0.04% | 164 |
|
|
2023
Q1 | $887K | Sell |
1,990
-173
| -8% | -$77.1K | 0.04% | 181 |
|
|
2022
Q4 | $837K | Hold |
2,163
| – | – | 0.05% | 174 |
|
|
2022
Q3 | $837K | Buy |
2,163
+426
| +25% | +$165K | 0.05% | 174 |
|
|
2022
Q2 | $669K | Buy |
1,737
+117
| +7% | +$45.1K | 0.04% | 208 |
|
|
2022
Q1 | $778K | Buy |
1,620
+39
| +2% | +$18.7K | 0.04% | 207 |
|
|
2021
Q4 | $1.02M | Buy |
1,581
+37
| +2% | +$23.8K | 0.05% | 178 |
|
|
2021
Q3 | $833K | Buy |
1,544
+946
| +158% | +$510K | 0.05% | 169 |
|
|
2021
Q2 | $293K | Buy |
+598
| New | +$293K | 0.02% | 274 |
|
|
2020
Q4 | – | Sell |
-621
| Closed | -$202K | – | 299 |
|
|
2020
Q3 | $202K | Buy |
+621
| New | +$202K | 0.02% | 254 |
|