WG
Watchman Group’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.39M | Buy |
6,847
+11
| +0.2% | +$8.66K | 1.41% | 17 |
|
|
2025
Q1 | $4.2M | Sell |
6,836
-968
| -12% | -$594K | 1.18% | 21 |
|
|
2024
Q4 | $4.9M | Sell |
7,804
-305
| -4% | -$192K | 1.29% | 19 |
|
|
2024
Q3 | $5.04M | Sell |
8,109
-56
| -0.7% | -$34.8K | 1.31% | 19 |
|
|
2024
Q2 | $5.37M | Sell |
8,165
-39
| -0.5% | -$25.6K | 1.71% | 11 |
|
|
2024
Q1 | $5.33M | Sell |
8,204
-47
| -0.6% | -$30.6K | 1.61% | 15 |
|
|
2023
Q4 | $5.16M | Sell |
8,251
-65
| -0.8% | -$40.6K | 1.7% | 15 |
|
|
2023
Q3 | $4.25M | Buy |
8,316
+24
| +0.3% | +$12.3K | 1.8% | 14 |
|
|
2023
Q2 | $3.8M | Sell |
8,292
-466
| -5% | -$214K | 1.88% | 16 |
|
|
2023
Q1 | $3.9M | Buy |
8,758
+151
| +2% | +$67.3K | 2.04% | 16 |
|
|
2022
Q4 | $3.35M | Buy |
8,607
+199
| +2% | +$77.5K | 1.85% | 20 |
|
|
2022
Q3 | $3.26M | Buy |
8,408
+44
| +0.5% | +$17K | 2.05% | 14 |
|
|
2022
Q2 | $3.22M | Buy |
8,364
+367
| +5% | +$141K | 1.99% | 17 |
|
|
2022
Q1 | $3.85M | Sell |
7,997
-223
| -3% | -$107K | 2.28% | 13 |
|
|
2021
Q4 | $5.29M | Sell |
8,220
-136
| -2% | -$87.5K | 2.77% | 6 |
|
|
2021
Q3 | $4.51M | Sell |
8,356
-3,112
| -27% | -$1.68M | 2.9% | 4 |
|
|
2021
Q2 | $5.62M | Sell |
11,468
-162
| -1% | -$79.4K | 3.28% | 1 |
|
|
2021
Q1 | $4.46M | Sell |
11,630
-150
| -1% | -$57.5K | 2.75% | 4 |
|
|
2020
Q4 | $4.48M | Sell |
11,780
-450
| -4% | -$171K | 2.97% | 1 |
|
|
2020
Q3 | $3.99M | Sell |
12,230
-775
| -6% | -$253K | 2.95% | 2 |
|
|
2020
Q2 | $3.85M | Sell |
13,005
-315
| -2% | -$93.3K | 3.2% | 1 |
|
|
2020
Q1 | $3.06M | Sell |
13,320
-400
| -3% | -$92K | 3.16% | 2 |
|
|
2019
Q4 | $3.59M | Buy |
+13,720
| New | +$3.59M | 2.68% | 5 |
|