Wallace Advisory Group’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $565K | Sell |
921
-10
| -1% | -$6.14K | 0.41% | 68 |
|
|
2025
Q1 | $585K | Sell |
931
-4
| -0.4% | -$2.51K | 0.41% | 68 |
|
|
2024
Q4 | $581K | Sell |
935
-39
| -4% | -$24.2K | 0.4% | 63 |
|
|
2024
Q3 | $640K | Hold |
974
| – | – | 0.47% | 50 |
|
|
2024
Q2 | $640K | Sell |
974
-50
| -5% | -$32.9K | 0.46% | 51 |
|
|
2024
Q1 | $640K | Sell |
1,024
-88
| -8% | -$55K | 0.48% | 51 |
|
|
2023
Q4 | $568K | Sell |
1,112
-70
| -6% | -$35.8K | 0.45% | 48 |
|
|
2023
Q3 | $542K | Buy |
1,182
+87
| +8% | +$39.9K | 0.39% | 60 |
|
|
2023
Q2 | $488K | Hold |
1,095
| – | – | 0.37% | 72 |
|
|
2023
Q1 | $488K | Buy |
1,095
+41
| +4% | +$18.3K | 0.37% | 72 |
|
|
2022
Q4 | $410K | Buy |
+1,054
| New | +$410K | 0.32% | 84 |
|