Warren Street Wealth Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $388K | Buy |
492
+41
| +9% | +$32.3K | 0.13% | 76 |
|
2025
Q1 | $277K | Hold |
451
| – | – | 0.11% | 84 |
|
2024
Q4 | $283K | Buy |
451
+25
| +6% | +$15.7K | 0.12% | 79 |
|
2024
Q3 | $265K | Hold |
426
| – | – | 0.11% | 80 |
|
2024
Q2 | $280K | Buy |
426
+25
| +6% | +$16.4K | 0.14% | 78 |
|
2024
Q1 | $261K | Buy |
401
+2
| +0.5% | +$1.3K | 0.13% | 82 |
|
2023
Q4 | $249K | Buy |
+399
| New | +$249K | 0.14% | 76 |
|