Walter & Keenan Wealth Management’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
$271K Hold
2025
Q2
$313K Buy
2023
Q1
Sell
2022
Q4
$269K Sell
2022
Q3
$374K Buy
2022
Q2
$369K Hold
2022
Q1
$460K Buy
2021
Q4
$439K Hold
2021
Q3
$368K Buy
2021
Q2
$322K Hold
2021
Q1
$252K Buy