WealthPLAN Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-77
| Closed | -$35.3K | – | 703 |
|
|
2023
Q2 | $35.3K | Hold |
77
| – | – | 0.01% | 574 |
|
|
2023
Q1 | $34.3K | Buy |
+77
| New | +$34.3K | ﹤0.01% | 625 |
|
|
2016
Q3 | $12.3K | Sell |
112
-32
| -22% | -$3.5K | ﹤0.01% | 565 |
|
|
2016
Q2 | $12.5K | Buy |
+144
| New | +$12.5K | ﹤0.01% | 1644 |
|
|
2015
Q4 | $7.72K | Buy |
+80
| New | +$7.72K | ﹤0.01% | 1225 |
|