WBH Advisory’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 | $1.11M | Hold |
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|
2025
Q2 | $1.28M | Hold |
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|
2025
Q1 | $1M | Sell |
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|
2024
Q4 | $1.06M | Sell |
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|
2024
Q3 | $1.06M | Buy |
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|
2024
Q2 | $1.12M | Hold |
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $1.08M | Hold |
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|
2023
Q3 | $883K | Buy |
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|
2023
Q2 | $792K | Sell |
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|
2023
Q1 | $788K | Buy |
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|
2022
Q3 | $639K | Sell |
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|
2022
Q2 | $745K | Hold |
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|
2022
Q1 | $822K | Buy |
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|
2021
Q4 | $1.15M | Sell |
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|
2021
Q3 | $979K | Hold |
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|
2021
Q2 | $961K | Sell |
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|
2021
Q1 | $718K | Sell |
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|
2020
Q4 | $742K | Hold |
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|
2020
Q3 | $621K | Sell |
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|
2020
Q2 | $579K | Sell |
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|
2020
Q1 | $622 | Hold |
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|
2019
Q4 | $708K | Hold |
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|
2019
Q3 | $719K | Buy |
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|
2019
Q2 | $563K | Sell |
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|
2019
Q1 | $569K | Sell |
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|
2018
Q4 | $444 | Hold |
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|
2018
Q3 | $513K | Buy |
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|
2018
Q2 | $439K | Hold |
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|
2018
Q1 | $372K | Hold |
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|
2017
Q4 | $339K | Sell |
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|
2017
Q3 | $312K | Hold |
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|
2017
Q2 | $292K | Hold |
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|
2017
Q1 | $255K | Hold |
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|
2016
Q4 | $252K | Hold |
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|
2016
Q3 | $242K | Buy |
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