Wallace Advisory Group’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
$686K Sell
2025
Q2
$565K Sell
2025
Q1
$585K Sell
2024
Q4
$581K Sell
2024
Q3
$640K Hold
2024
Q2
$640K Sell
2024
Q1
$640K Sell
2023
Q4
$568K Sell
2023
Q3
$542K Buy
2023
Q2
$488K Hold
2023
Q1
$488K Buy
2022
Q4
$410K Buy