Wealthcare Advisory 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 | $454K | Sell |
576
-6
| -1% | -$4.73K | 0.01% | 669 |
|
|
2025
Q1 | $357K | Sell |
582
-79
| -12% | -$48.5K | 0.01% | 679 |
|
|
2024
Q4 | $415K | Sell |
661
-111
| -14% | -$69.7K | 0.01% | 620 |
|
|
2024
Q3 | $479K | Sell |
772
-117
| -13% | -$72.6K | 0.01% | 579 |
|
|
2024
Q2 | $584K | Buy |
889
+96
| +12% | +$63.1K | 0.02% | 503 |
|
|
2024
Q1 | $515K | Buy |
793
+152
| +24% | +$98.8K | 0.02% | 534 |
|
|
2023
Q4 | $401K | Buy |
641
+84
| +15% | +$52.5K | 0.02% | 527 |
|
|
2023
Q3 | $285K | Sell |
557
-21
| -4% | -$10.7K | 0.01% | 563 |
|
|
2023
Q2 | $265K | Hold |
578
| – | – | 0.01% | 600 |
|
|
2023
Q1 | $258K | Sell |
578
-14
| -2% | -$6.24K | 0.01% | 629 |
|
|
2022
Q4 | $230K | Buy |
592
+32
| +6% | +$12.4K | 0.01% | 613 |
|
|
2022
Q3 | $217K | Buy |
+560
| New | +$217K | 0.01% | 555 |
|
|
2022
Q1 | – | Sell |
-568
| Closed | -$366K | – | 567 |
|
|
2021
Q4 | $366K | Buy |
+568
| New | +$366K | 0.02% | 397 |
|
|
2021
Q2 | – | Sell |
-180
| Closed | -$69K | – | 1186 |
|
|
2021
Q1 | $69K | Buy |
+180
| New | +$69K | 0.01% | 783 |
|
|
2020
Q2 | – | Sell |
-154
| Closed | -$35K | – | 841 |
|
|
2020
Q1 | $35K | Buy |
154
+5
| +3% | +$1.14K | 0.01% | 588 |
|
|
2019
Q4 | $39K | Hold |
149
| – | – | 0.01% | 604 |
|
|
2019
Q3 | $40K | Hold |
149
| – | – | 0.01% | 583 |
|
|
2019
Q2 | $39K | Hold |
149
| – | – | 0.01% | 560 |
|
|
2019
Q1 | $39K | Hold |
149
| – | – | 0.01% | 516 |
|
|
2018
Q4 | $29K | Buy |
149
+1
| +0.7% | +$195 | 0.01% | 552 |
|
|
2018
Q3 | $34K | Hold |
148
| – | – | 0.01% | 552 |
|
|
2018
Q2 | $30K | Buy |
148
+81
| +121% | +$16.4K | 0.01% | 567 |
|
|
2018
Q1 | $12K | Sell |
67
-90
| -57% | -$16.1K | ﹤0.01% | 686 |
|
|
2017
Q4 | $25K | Buy |
+157
| New | +$25K | 0.01% | 495 |
|