Waller Financial Planning 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 | $869K | Hold |
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|
2025
Q2 | $1M | Sell |
|
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|
2025
Q1 | $1M | Hold |
|
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|
2024
Q4 | $1.03M | Hold |
|
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|
2024
Q3 | $1.01M | Hold |
|
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|
2024
Q2 | $1.07M | Hold |
|
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|
2024
Q1 | $1.06M | Hold |
|
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|
2023
Q4 | $1.02M | Buy |
|
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|
2023
Q3 | $829K | Hold |
|
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|
2023
Q2 | $743K | Hold |
|
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|
2023
Q1 | $723K | Hold |
|
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|
2022
Q4 | $631K | Hold |
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|
2022
Q3 | $628K | Sell |
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|
2022
Q2 | $664K | Buy |
|