WBH Advisory’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Hold |
1,630
| – | – | 0.11% | 136 |
|
|
2025
Q1 | $1M | Sell |
1,630
-51
| -3% | -$31.3K | 0.09% | 152 |
|
|
2024
Q4 | $1.06M | Sell |
1,681
-26
| -2% | -$16.3K | 0.1% | 144 |
|
|
2024
Q3 | $1.06M | Buy |
1,707
+1
| +0.1% | +$621 | 0.1% | 148 |
|
|
2024
Q2 | $1.12M | Hold |
1,706
| – | – | 0.11% | 136 |
|
|
2024
Q1 | $1.11M | Sell |
1,706
-23
| -1% | -$15K | 0.11% | 139 |
|
|
2023
Q4 | $1.08M | Hold |
1,729
| – | – | 0.12% | 146 |
|
|
2023
Q3 | $883K | Buy |
1,729
+1
| +0.1% | +$511 | 0.11% | 147 |
|
|
2023
Q2 | $792K | Sell |
1,728
-40
| -2% | -$18.3K | 0.09% | 160 |
|
|
2023
Q1 | $788K | Buy |
+1,768
| New | +$788K | 0.1% | 165 |
|
|
2022
Q3 | $639K | Sell |
1,650
-200
| -11% | -$77.5K | 0.09% | 172 |
|
|
2022
Q2 | $745K | Hold |
1,850
| – | – | 0.1% | 166 |
|
|
2022
Q1 | $822K | Buy |
1,850
+60
| +3% | +$26.7K | 0.1% | 165 |
|
|
2021
Q4 | $1.15M | Sell |
1,790
-25
| -1% | -$16.1K | 0.13% | 138 |
|
|
2021
Q3 | $979K | Hold |
1,815
| – | – | 0.13% | 142 |
|
|
2021
Q2 | $961K | Sell |
1,815
-60
| -3% | -$31.8K | 0.14% | 127 |
|
|
2021
Q1 | $718K | Sell |
1,875
-30
| -2% | -$11.5K | 0.12% | 145 |
|
|
2020
Q4 | $742K | Hold |
1,905
| – | – | 0.13% | 138 |
|
|
2020
Q3 | $621K | Sell |
1,905
-50
| -3% | -$16.3K | 0.13% | 139 |
|
|
2020
Q2 | $579K | Sell |
1,955
-750
| -28% | -$222K | 0.14% | 137 |
|
|
2020
Q1 | $622 | Hold |
2,705
| – | – | 0.15% | 117 |
|
|
2019
Q4 | $708K | Hold |
2,705
| – | – | 0.14% | 130 |
|
|
2019
Q3 | $719K | Buy |
2,705
+550
| +26% | +$146K | 0.16% | 127 |
|
|
2019
Q2 | $563K | Sell |
2,155
-25
| -1% | -$6.53K | 0.13% | 142 |
|
|
2019
Q1 | $569K | Sell |
2,180
-80
| -4% | -$20.9K | 0.14% | 139 |
|
|
2018
Q4 | $444 | Hold |
2,260
| – | – | 0.11% | 152 |
|
|
2018
Q3 | $513K | Buy |
2,260
+110
| +5% | +$25K | 0.12% | 146 |
|
|
2018
Q2 | $439K | Hold |
2,150
| – | – | 0.11% | 157 |
|
|
2018
Q1 | $372K | Hold |
2,150
| – | – | 0.1% | 169 |
|
|
2017
Q4 | $339K | Sell |
2,150
-50
| -2% | -$7.88K | 0.09% | 181 |
|
|
2017
Q3 | $312K | Hold |
2,200
| – | – | 0.09% | 184 |
|
|
2017
Q2 | $292K | Hold |
2,200
| – | – | 0.08% | 190 |
|
|
2017
Q1 | $255K | Hold |
2,200
| – | – | 0.08% | 204 |
|
|
2016
Q4 | $252K | Hold |
2,200
| – | – | 0.08% | 196 |
|
|
2016
Q3 | $242K | Buy |
+2,200
| New | +$242K | 0.08% | 190 |
|