Wealth Enhancement Advisory Services’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.7M | Buy |
39,329
+6,794
| +21% | +$5.3M | 0.05% | 313 |
|
|
2025
Q1 | $20M | Buy |
32,535
+1,859
| +6% | +$1.14M | 0.04% | 397 |
|
|
2024
Q4 | $19.3M | Buy |
30,676
+1,369
| +5% | +$860K | 0.04% | 381 |
|
|
2024
Q3 | $18.2M | Buy |
29,307
+1,779
| +6% | +$1.1M | 0.04% | 368 |
|
|
2024
Q2 | $18.1M | Buy |
27,528
+260
| +1% | +$171K | 0.04% | 348 |
|
|
2024
Q1 | $17.7M | Buy |
27,268
+3,266
| +14% | +$2.12M | 0.05% | 351 |
|
|
2023
Q4 | $15M | Buy |
24,002
+802
| +3% | +$501K | 0.04% | 357 |
|
|
2023
Q3 | $11.9M | Buy |
23,200
+21,906
| +1,693% | +$11.2M | 0.04% | 368 |
|
|
2023
Q2 | $593K | Sell |
1,294
-85
| -6% | -$38.9K | 0.01% | 331 |
|
|
2023
Q1 | $615K | Buy |
+1,379
| New | +$615K | 0.01% | 369 |
|
|
2022
Q1 | – | Sell |
-367
| Closed | -$202K | – | 318 |
|
|
2021
Q4 | $202K | Sell |
367
-6,933
| -95% | -$3.82M | ﹤0.01% | 290 |
|
|
2021
Q3 | $4.44M | Buy |
+7,300
| New | +$4.44M | 0.07% | 114 |
|
|
2020
Q4 | – | Sell |
-9,571
| Closed | -$3.36M | – | 230 |
|
|
2020
Q3 | $3.36M | Buy |
+9,571
| New | +$3.36M | 0.09% | 83 |
|
|
2020
Q2 | – | Sell |
-7,772
| Closed | -$2.07M | – | 233 |
|
|
2020
Q1 | $2.07M | Buy |
+7,772
| New | +$2.07M | 0.07% | 104 |
|
|
2019
Q3 | – | Sell |
-5,518
| Closed | -$1.55M | – | 217 |
|
|
2019
Q2 | $1.55M | Buy |
+5,518
| New | +$1.55M | 0.07% | 115 |
|
|
2019
Q1 | – | Sell |
-11,455
| Closed | -$2.45M | – | 198 |
|
|
2018
Q4 | $2.45M | Buy |
11,455
+4,400
| +62% | +$941K | 0.15% | 52 |
|
|
2018
Q3 | $1.42M | Buy |
7,055
+252
| +4% | +$50.8K | 0.09% | 86 |
|
|
2018
Q2 | $1.41M | Buy |
+6,803
| New | +$1.41M | 0.09% | 87 |
|
|
2018
Q1 | – | Sell |
-13,573
| Closed | -$2.23M | – | 161 |
|
|
2017
Q4 | $2.23M | Buy |
+13,573
| New | +$2.23M | 0.16% | 71 |
|