WMA
Wealth Management Associates’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Buy |
571
+9
| +2% | +$7.09K | 0.18% | 111 |
|
|
2025
Q1 | $345K | Sell |
562
-5
| -0.9% | -$3.07K | 0.15% | 130 |
|
|
2024
Q4 | $356K | Hold |
567
| – | – | 0.15% | 132 |
|
|
2024
Q3 | $352K | Hold |
567
| – | – | 0.15% | 135 |
|
|
2024
Q2 | $373K | Hold |
567
| – | – | 0.17% | 118 |
|
|
2024
Q1 | $373K | Sell |
567
-88
| -13% | -$57.8K | 0.17% | 118 |
|
|
2023
Q4 | $409K | Sell |
655
-131
| -17% | -$81.9K | 0.22% | 97 |
|
|
2023
Q3 | $402K | Buy |
786
+66
| +9% | +$33.7K | 0.23% | 92 |
|
|
2023
Q2 | $330K | Sell |
720
-56
| -7% | -$25.7K | 0.19% | 113 |
|
|
2023
Q1 | $346K | Sell |
776
-50
| -6% | -$22.3K | 0.21% | 106 |
|
|
2022
Q4 | $321K | Sell |
826
-375
| -31% | -$146K | 0.21% | 109 |
|
|
2022
Q3 | $465K | Buy |
1,201
+51
| +4% | +$19.8K | 0.33% | 81 |
|
|
2022
Q2 | $443K | Hold |
1,150
| – | – | 0.3% | 81 |
|
|
2022
Q1 | $553K | Hold |
1,150
| – | – | 0.31% | 80 |
|
|
2021
Q4 | $740K | Hold |
1,150
| – | – | 0.4% | 64 |
|
|
2021
Q3 | $620K | Hold |
1,150
| – | – | 0.36% | 69 |
|
|
2021
Q2 | $564K | Hold |
1,150
| – | – | 0.32% | 74 |
|
|
2021
Q1 | $441K | Hold |
1,150
| – | – | 0.28% | 92 |
|
|
2020
Q4 | $437K | Buy |
1,150
+121
| +12% | +$46K | 0.29% | 91 |
|
|
2020
Q3 | $336K | Buy |
1,029
+230
| +29% | +$75K | 0.26% | 96 |
|
|
2020
Q2 | $237K | Buy |
+799
| New | +$237K | 0.2% | 122 |
|
|
2020
Q1 | – | Sell |
-799
| Closed | -$209K | – | 133 |
|
|
2019
Q4 | $209K | Buy |
+799
| New | +$209K | 0.15% | 143 |
|