WBI Investments’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
+1,376
| New | +$1.08M | 0.28% | 102 |
|
|
2024
Q4 | – | Sell |
-4,201
| Closed | -$2.61M | – | 246 |
|
|
2024
Q3 | $2.61M | Sell |
4,201
-708
| -14% | -$440K | 0.63% | 41 |
|
|
2024
Q2 | $3.23M | Buy |
4,909
+2,882
| +142% | +$1.89M | 0.78% | 33 |
|
|
2024
Q1 | $1.32M | Buy |
+2,027
| New | +$1.32M | 0.27% | 92 |
|
|
2023
Q4 | – | Sell |
-3,150
| Closed | -$1.61M | – | 221 |
|
|
2023
Q3 | $1.61M | Buy |
+3,150
| New | +$1.61M | 0.32% | 90 |
|
|
2023
Q2 | – | Sell |
-8,433
| Closed | -$3.76M | – | 203 |
|
|
2023
Q1 | $3.76M | Buy |
+8,433
| New | +$3.76M | 0.75% | 27 |
|
|
2021
Q1 | – | Sell |
-9,199
| Closed | -$3.5M | – | 207 |
|
|
2020
Q4 | $3.5M | Buy |
+9,199
| New | +$3.5M | 0.53% | 46 |
|
|
2020
Q3 | – | Sell |
-36,697
| Closed | -$10.9M | – | 133 |
|
|
2020
Q2 | $10.9M | Buy |
+36,697
| New | +$10.9M | 1.74% | 21 |
|
|
2019
Q4 | – | Sell |
-24,896
| Closed | -$6.62M | – | 222 |
|
|
2019
Q3 | $6.62M | Buy |
+24,896
| New | +$6.62M | 0.63% | 38 |
|
|
2018
Q4 | – | Sell |
-8,344
| Closed | -$1.9M | – | 168 |
|
|
2018
Q3 | $1.9M | Buy |
+8,344
| New | +$1.9M | 0.1% | 144 |
|
|
2018
Q1 | – | Sell |
-12,443
| Closed | -$1.96M | – | 253 |
|
|
2017
Q4 | $1.96M | Buy |
+12,443
| New | +$1.96M | 0.09% | 160 |
|
|
2017
Q1 | – | Sell |
-22,879
| Closed | -$2.62M | – | 326 |
|
|
2016
Q4 | $2.62M | Buy |
+22,879
| New | +$2.62M | 0.11% | 127 |
|