Walkner Condon Financial Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Buy |
+258
| New | +$203K | 0.04% | 270 |
|
|
2024
Q4 | – | Sell |
-426
| Closed | -$264K | – | 289 |
|
|
2024
Q3 | $264K | Buy |
426
+65
| +18% | +$40.3K | 0.05% | 224 |
|
|
2024
Q2 | $238K | Sell |
361
-213
| -37% | -$140K | 0.05% | 227 |
|
|
2024
Q1 | $373K | Buy |
574
+30
| +6% | +$19.5K | 0.08% | 188 |
|
|
2023
Q4 | $340K | Buy |
544
+30
| +6% | +$18.8K | 0.08% | 192 |
|
|
2023
Q3 | $262K | Buy |
514
+29
| +6% | +$14.8K | 0.07% | 211 |
|
|
2023
Q2 | $222K | Buy |
485
+7
| +1% | +$3.21K | 0.06% | 222 |
|
|
2023
Q1 | $213K | Buy |
+478
| New | +$213K | 0.06% | 219 |
|