Waverly 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 | $10.8M | Buy |
13,670
+1,175
| +9% | +$925K | 0.12% | 178 |
|
|
2025
Q1 | $7.67M | Buy |
12,495
+3,507
| +39% | +$2.15M | 0.09% | 217 |
|
|
2024
Q4 | $5.65M | Buy |
8,988
+3,249
| +57% | +$2.04M | 0.09% | 198 |
|
|
2024
Q3 | $3.56M | Buy |
5,739
+594
| +12% | +$369K | 0.07% | 238 |
|
|
2024
Q2 | $3.38M | Buy |
5,145
+4,624
| +888% | +$3.04M | 0.07% | 238 |
|
|
2024
Q1 | $339K | Buy |
521
+143
| +38% | +$93K | 0.01% | 543 |
|
|
2023
Q4 | $236K | Sell |
378
-183
| -33% | -$114K | 0.01% | 392 |
|
|
2023
Q3 | $287K | Sell |
561
-75
| -12% | -$38.3K | 0.01% | 330 |
|
|
2023
Q2 | $291K | Hold |
636
| – | – | 0.01% | 303 |
|
|
2023
Q1 | $284K | Buy |
636
+54
| +9% | +$24.1K | 0.01% | 242 |
|
|
2022
Q4 | $227K | Buy |
582
+5
| +0.9% | +$1.95K | 0.01% | 254 |
|
|
2022
Q3 | $224K | Buy |
577
+1
| +0.2% | +$388 | 0.02% | 219 |
|
|
2022
Q2 | $222K | Buy |
576
+18
| +3% | +$6.94K | 0.02% | 190 |
|
|
2022
Q1 | $269K | Hold |
558
| – | – | 0.02% | 165 |
|
|
2021
Q4 | $298K | Sell |
558
-26
| -4% | -$13.9K | 0.03% | 156 |
|
|
2021
Q3 | $354K | Buy |
584
+40
| +7% | +$24.2K | 0.03% | 153 |
|
|
2021
Q2 | $295K | Buy |
+544
| New | +$295K | 0.03% | 154 |
|
|
2014
Q4 | – | Sell |
-1,200
| Closed | -$105K | – | 541 |
|
|
2014
Q3 | $105K | Hold |
1,200
| – | – | 0.06% | 134 |
|
|
2014
Q2 | $97K | Hold |
1,200
| – | – | 0.04% | 152 |
|
|
2014
Q1 | $93K | Sell |
1,200
-74
| -6% | -$5.74K | 0.04% | 153 |
|
|
2013
Q4 | $97K | Buy |
1,274
+1,237
| +3,343% | +$94.2K | 0.03% | 239 |
|
|
2013
Q3 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 539 |
|