WFPG
Waller Financial Planning Group’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Sell |
1,272
-361
| -22% | -$284K | 0.24% | 37 |
|
|
2025
Q1 | $1M | Hold |
1,633
| – | – | 0.28% | 37 |
|
|
2024
Q4 | $1.03M | Hold |
1,633
| – | – | 0.26% | 39 |
|
|
2024
Q3 | $1.01M | Hold |
1,633
| – | – | 0.25% | 39 |
|
|
2024
Q2 | $1.07M | Hold |
1,633
| – | – | 0.29% | 37 |
|
|
2024
Q1 | $1.06M | Hold |
1,633
| – | – | 0.28% | 36 |
|
|
2023
Q4 | $1.02M | Buy |
1,633
+11
| +0.7% | +$6.88K | 0.27% | 35 |
|
|
2023
Q3 | $829K | Hold |
1,622
| – | – | 0.24% | 36 |
|
|
2023
Q2 | $743K | Hold |
1,622
| – | – | 0.21% | 39 |
|
|
2023
Q1 | $723K | Hold |
1,622
| – | – | 0.21% | 38 |
|
|
2022
Q4 | $631K | Hold |
1,622
| – | – | 0.18% | 39 |
|
|
2022
Q3 | $628K | Sell |
1,622
-100
| -6% | -$38.7K | 0.19% | 41 |
|
|
2022
Q2 | $664K | Buy |
+1,722
| New | +$664K | 0.19% | 39 |
|