WP
WealthSource Partners’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.53M | Sell |
4,054
-20
| -0.5% | -$12.5K | 0.16% | 98 |
|
|
2023
Q3 | $2.08M | Sell |
4,074
-41
| -1% | -$20.9K | 0.14% | 117 |
|
|
2023
Q2 | $1.89M | Sell |
4,115
-48
| -1% | -$22K | 0.12% | 130 |
|
|
2023
Q1 | $1.86M | Sell |
4,163
-33
| -0.8% | -$14.7K | 0.13% | 133 |
|
|
2022
Q4 | $1.63M | Sell |
4,196
-49
| -1% | -$19.1K | 0.12% | 139 |
|
|
2022
Q3 | $1.64M | Buy |
4,245
+50
| +1% | +$19.4K | 0.12% | 138 |
|
|
2022
Q2 | $1.62M | Sell |
4,195
-2
| -0% | -$771 | 0.12% | 139 |
|
|
2022
Q1 | $2.02M | Sell |
4,197
-8
| -0.2% | -$3.85K | 0.14% | 126 |
|
|
2021
Q4 | $2.71M | Sell |
4,205
-150
| -3% | -$96.5K | 0.22% | 77 |
|
|
2021
Q3 | $2.35M | Sell |
4,355
-90
| -2% | -$48.5K | 0.21% | 80 |
|
|
2021
Q2 | $2.18M | Buy |
4,445
+475
| +12% | +$233K | 0.19% | 83 |
|
|
2021
Q1 | $1.52M | Sell |
3,970
-74
| -2% | -$28.4K | 0.15% | 107 |
|
|
2020
Q4 | $1.54M | Buy |
4,044
+74
| +2% | +$28.1K | 0.18% | 74 |
|
|
2020
Q3 | $1.3M | Sell |
3,970
-52
| -1% | -$17K | 0.17% | 80 |
|
|
2020
Q2 | $1.19M | Sell |
4,022
-46
| -1% | -$13.6K | 0.17% | 74 |
|
|
2020
Q1 | $936K | Buy |
4,068
+152
| +4% | +$35K | 0.15% | 98 |
|
|
2019
Q4 | $1.03M | Sell |
3,916
-65
| -2% | -$17K | 0.13% | 138 |
|
|
2019
Q3 | $1.06M | Buy |
3,981
+8
| +0.2% | +$2.13K | 0.16% | 134 |
|
|
2019
Q2 | $1.04M | Buy |
3,973
+72
| +2% | +$18.8K | 0.16% | 135 |
|
|
2019
Q1 | $1.02M | Sell |
3,901
-282
| -7% | -$73.7K | 0.23% | 91 |
|
|
2018
Q4 | $823K | Sell |
4,183
-361
| -8% | -$71K | 0.24% | 95 |
|
|
2018
Q3 | $1.03M | Buy |
4,544
+490
| +12% | +$111K | 0.27% | 82 |
|
|
2018
Q2 | $828K | Buy |
4,054
+452
| +13% | +$92.3K | 0.23% | 99 |
|
|
2018
Q1 | $624K | Buy |
3,602
+2
| +0.1% | +$346 | 0.19% | 124 |
|
|
2017
Q4 | $568K | Hold |
3,600
| – | – | 0.18% | 123 |
|
|
2017
Q3 | $512K | Hold |
3,600
| – | – | 0.17% | 134 |
|
|
2017
Q2 | $478K | Hold |
3,600
| – | – | 0.16% | 133 |
|
|
2017
Q1 | $418K | Hold |
3,600
| – | – | 0.15% | 146 |
|
|
2016
Q4 | $413K | Hold |
3,600
| – | – | 0.17% | 123 |
|
|
2016
Q3 | $396K | Sell |
3,600
-76
| -2% | -$8.36K | 0.14% | 148 |
|
|
2016
Q2 | $410K | Buy |
3,676
+76
| +2% | +$8.48K | 0.15% | 141 |
|
|
2016
Q1 | $374K | Buy |
+3,600
| New | +$374K | 0.15% | 135 |
|