Waverly Advisors’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 | $9.79M | Buy |
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|
2025
Q2 | $10.8M | Buy |
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|
2025
Q1 | $7.67M | Buy |
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|
2024
Q4 | $5.65M | Buy |
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|
2024
Q3 | $3.56M | Buy |
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|
2024
Q2 | $3.38M | Buy |
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|
2024
Q1 | $339K | Buy |
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|
2023
Q4 | $236K | Sell |
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|
2023
Q3 | $287K | Sell |
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|
2023
Q2 | $291K | Hold |
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|
2023
Q1 | $284K | Buy |
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|
2022
Q4 | $227K | Buy |
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|
2022
Q3 | $224K | Buy |
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|
2022
Q2 | $222K | Buy |
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|
2022
Q1 | $269K | Hold |
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|
2021
Q4 | $298K | Sell |
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|
2021
Q3 | $354K | Buy |
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|
2021
Q2 | $295K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $105K | Hold |
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|
2014
Q2 | $97K | Hold |
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|
2014
Q1 | $93K | Sell |
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|
2013
Q4 | $97K | Buy |
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|
2013
Q3 | $2K | Buy |
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