Wambolt & Associates’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.44M | Sell |
8,255
-527
| -6% | -$411K | 2.17% | 8 |
|
|
2025
Q1 | $5.39M | Buy |
8,782
+117
| +1% | +$71.8K | 1.83% | 10 |
|
|
2024
Q4 | $5.45M | Sell |
8,665
-1,017
| -11% | -$639K | 1.74% | 11 |
|
|
2024
Q3 | $5.87M | Buy |
9,682
+307
| +3% | +$186K | 1.6% | 11 |
|
|
2024
Q2 | $6.1M | Buy |
9,375
+408
| +5% | +$266K | 1.77% | 10 |
|
|
2024
Q1 | $5.74M | Buy |
8,967
+774
| +9% | +$495K | 1.72% | 7 |
|
|
2023
Q4 | $5.12M | Buy |
8,193
+566
| +7% | +$354K | 1.67% | 4 |
|
|
2023
Q3 | $3.95M | Buy |
7,627
+1,849
| +32% | +$957K | 1.43% | 6 |
|
|
2023
Q2 | $2.65M | Sell |
5,778
-25
| -0.4% | -$11.5K | 0.94% | 22 |
|
|
2023
Q1 | $2.56M | Buy |
5,803
+2
| +0% | +$881 | 0.91% | 24 |
|
|
2022
Q4 | $2.26M | Sell |
5,801
-57
| -1% | -$22.2K | 0.87% | 28 |
|
|
2022
Q3 | $2.27M | Sell |
5,858
-101
| -2% | -$39.1K | 0.96% | 19 |
|
|
2022
Q2 | $2.3M | Sell |
5,959
-72
| -1% | -$27.8K | 0.92% | 20 |
|
|
2022
Q1 | $2.92M | Buy |
6,031
+40
| +0.7% | +$19.4K | 1.06% | 14 |
|
|
2021
Q4 | $3.85M | Buy |
5,991
+240
| +4% | +$154K | 1.39% | 6 |
|
|
2021
Q3 | $3.13M | Buy |
5,751
+770
| +15% | +$419K | 1.25% | 10 |
|
|
2021
Q2 | $2.45M | Buy |
4,981
+693
| +16% | +$340K | 1.04% | 14 |
|
|
2021
Q1 | $1.7M | Buy |
4,288
+331
| +8% | +$131K | 0.88% | 24 |
|
|
2020
Q4 | $1.5M | Buy |
3,957
+884
| +29% | +$336K | 0.9% | 26 |
|
|
2020
Q3 | $1M | Buy |
3,073
+592
| +24% | +$193K | 0.75% | 42 |
|
|
2020
Q2 | $735K | Buy |
2,481
+844
| +52% | +$250K | 0.58% | 59 |
|
|
2020
Q1 | $377K | Buy |
1,637
+31
| +2% | +$7.14K | 0.39% | 89 |
|
|
2019
Q4 | $421K | Sell |
1,606
-29
| -2% | -$7.6K | 0.32% | 103 |
|
|
2019
Q3 | $435K | Hold |
1,635
| – | – | 0.36% | 95 |
|
|
2019
Q2 | $427K | Sell |
1,635
-7
| -0.4% | -$1.83K | 0.36% | 92 |
|
|
2019
Q1 | $425K | Sell |
1,642
-22
| -1% | -$5.69K | 0.39% | 81 |
|
|
2018
Q4 | $328K | Buy |
+1,664
| New | +$328K | 0.36% | 96 |
|