Wealth Management Associates’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Buy |
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|
2025
Q1 | $345K | Sell |
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|
2024
Q4 | $356K | Hold |
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|
2024
Q3 | $352K | Hold |
|
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|
2024
Q2 | $373K | Hold |
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|
2024
Q1 | $373K | Sell |
|
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|
2023
Q4 | $409K | Sell |
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|
2023
Q3 | $402K | Buy |
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|
2023
Q2 | $330K | Sell |
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|
2023
Q1 | $346K | Sell |
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|
2022
Q4 | $321K | Sell |
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|
2022
Q3 | $465K | Buy |
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|
2022
Q2 | $443K | Hold |
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|
2022
Q1 | $553K | Hold |
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|
2021
Q4 | $740K | Hold |
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|
2021
Q3 | $620K | Hold |
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|
2021
Q2 | $564K | Hold |
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|
2021
Q1 | $441K | Hold |
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|
2020
Q4 | $437K | Buy |
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|
2020
Q3 | $336K | Buy |
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|
2020
Q2 | $237K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $209K | Buy |
|