Wealth Management Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $424K | Sell |
541
-1
| -0.2% | -$784 | 0.15% | 98 |
|
|
2025
Q1 | $333K | Sell |
542
-23
| -4% | -$14.1K | 0.15% | 91 |
|
|
2024
Q4 | $355K | Sell |
565
-73
| -11% | -$45.9K | 0.15% | 89 |
|
|
2024
Q3 | $396K | Buy |
638
+1
| +0.2% | +$621 | 0.18% | 83 |
|
|
2024
Q2 | $419K | Buy |
637
+29
| +5% | +$19.1K | 0.2% | 72 |
|
|
2024
Q1 | $395K | Buy |
608
+3
| +0.5% | +$1.95K | 0.2% | 80 |
|
|
2023
Q4 | $378K | Buy |
605
+54
| +10% | +$33.8K | 0.21% | 76 |
|
|
2023
Q3 | $282K | Buy |
551
+52
| +10% | +$26.6K | 0.18% | 88 |
|
|
2023
Q2 | $229K | Buy |
+499
| New | +$229K | 0.14% | 104 |
|
|
2022
Q2 | – | Sell |
-1,000
| Closed | -$203K | – | 101 |
|
|
2022
Q1 | $203K | Hold |
1,000
| – | – | 0.14% | 108 |
|
|
2021
Q4 | $271K | Buy |
+1,000
| New | +$271K | 0.19% | 90 |
|