WKWM
Walter & Keenan Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Buy |
+397
| New | +$313K | 0.09% | 128 |
|
|
2023
Q1 | – | Sell |
-690
| Closed | -$269K | – | 148 |
|
|
2022
Q4 | $269K | Sell |
690
-275
| -28% | -$107K | 0.11% | 124 |
|
|
2022
Q3 | $374K | Buy |
965
+8
| +0.8% | +$3.1K | 0.16% | 105 |
|
|
2022
Q2 | $369K | Hold |
957
| – | – | 0.15% | 106 |
|
|
2022
Q1 | $460K | Buy |
957
+275
| +40% | +$132K | 0.16% | 99 |
|
|
2021
Q4 | $439K | Hold |
682
| – | – | 0.14% | 101 |
|
|
2021
Q3 | $368K | Buy |
682
+25
| +4% | +$13.5K | 0.12% | 110 |
|
|
2021
Q2 | $322K | Hold |
657
| – | – | 0.11% | 111 |
|
|
2021
Q1 | $252K | Buy |
+657
| New | +$252K | 0.09% | 128 |
|