WP
Waycross Partners’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-950
| Closed | -$485K | – | 94 |
|
|
2023
Q3 | $485K | Sell |
950
-400
| -30% | -$204K | 0.11% | 79 |
|
|
2023
Q2 | $619K | Sell |
1,350
-700
| -34% | -$321K | 0.13% | 75 |
|
|
2023
Q1 | $914K | Sell |
2,050
-450
| -18% | -$201K | 0.27% | 54 |
|
|
2022
Q4 | $973K | Sell |
2,500
-600
| -19% | -$234K | 0.35% | 52 |
|
|
2022
Q3 | $1.2M | Buy |
3,100
+150
| +5% | +$58.1K | 0.81% | 43 |
|
|
2022
Q2 | $1.14M | Buy |
2,950
+800
| +37% | +$308K | 0.75% | 46 |
|
|
2022
Q1 | $1.03M | Buy |
2,150
+150
| +8% | +$72.1K | 0.6% | 54 |
|
|
2021
Q4 | $1.29M | Sell |
2,000
-950
| -32% | -$611K | 0.74% | 47 |
|
|
2021
Q3 | $1.59M | Buy |
2,950
+500
| +20% | +$270K | 1% | 40 |
|
|
2021
Q2 | $1.2M | Buy |
2,450
+1,250
| +104% | +$613K | 0.64% | 47 |
|
|
2021
Q1 | $460K | Buy |
+1,200
| New | +$460K | 0.26% | 74 |
|