WAM
Weatherly Asset Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Sell |
1,452
-107
| -7% | -$84.3K | 0.1% | 97 |
|
|
2025
Q1 | $957K | Sell |
1,559
-10
| -0.6% | -$6.14K | 0.09% | 104 |
|
|
2024
Q4 | $986K | Buy |
1,569
+15
| +1% | +$9.43K | 0.09% | 104 |
|
|
2024
Q3 | $965K | Sell |
1,554
-170
| -10% | -$106K | 0.08% | 112 |
|
|
2024
Q2 | $1.13M | Sell |
1,724
-67
| -4% | -$44K | 0.1% | 96 |
|
|
2024
Q1 | $1.16M | Buy |
1,791
+1
| +0.1% | +$650 | 0.11% | 103 |
|
|
2023
Q4 | $1.12M | Hold |
1,790
| – | – | 0.12% | 101 |
|
|
2023
Q3 | $915K | Sell |
1,790
-340
| -16% | -$174K | 0.11% | 108 |
|
|
2023
Q2 | $976K | Sell |
2,130
-260
| -11% | -$119K | 0.11% | 105 |
|
|
2023
Q1 | $1.07M | Sell |
2,390
-140
| -6% | -$62.4K | 0.14% | 102 |
|
|
2022
Q4 | $985K | Sell |
2,530
-125
| -5% | -$48.7K | 0.13% | 102 |
|
|
2022
Q3 | $1.03M | Sell |
2,655
-50
| -2% | -$19.4K | 0.15% | 99 |
|
|
2022
Q2 | $1.04M | Buy |
2,705
+80
| +3% | +$30.8K | 0.15% | 106 |
|
|
2022
Q1 | $1.26M | Sell |
2,625
-185
| -7% | -$88.9K | 0.15% | 103 |
|
|
2021
Q4 | $1.81M | Sell |
2,810
-10
| -0.4% | -$6.43K | 0.2% | 84 |
|
|
2021
Q3 | $1.52M | Sell |
2,820
-15
| -0.5% | -$8.1K | 0.19% | 88 |
|
|
2021
Q2 | $1.39M | Sell |
2,835
-100
| -3% | -$49K | 0.18% | 96 |
|
|
2021
Q1 | $1.12M | Sell |
2,935
-115
| -4% | -$44K | 0.16% | 101 |
|
|
2020
Q4 | $1.16M | Sell |
3,050
-25
| -0.8% | -$9.5K | 0.17% | 94 |
|
|
2020
Q3 | $1M | Sell |
3,075
-95
| -3% | -$31K | 0.16% | 97 |
|
|
2020
Q2 | $939K | Hold |
3,170
| – | – | 0.17% | 94 |
|
|
2020
Q1 | $729K | Hold |
3,170
| – | – | 0.16% | 93 |
|
|
2019
Q4 | $830K | Buy |
3,170
+470
| +17% | +$123K | 0.16% | 102 |
|
|
2019
Q3 | $718K | Buy |
2,700
+158
| +6% | +$42K | 0.15% | 112 |
|
|
2019
Q2 | $664K | Sell |
2,542
-450
| -15% | -$118K | 0.13% | 117 |
|
|
2019
Q1 | $782K | Buy |
2,992
+1,935
| +183% | +$506K | 0.16% | 107 |
|
|
2018
Q4 | $208K | Hold |
1,057
| – | – | 0.05% | 175 |
|
|
2018
Q3 | $240K | Hold |
1,057
| – | – | 0.05% | 183 |
|
|
2018
Q2 | $216K | Buy |
+1,057
| New | +$216K | 0.05% | 184 |
|
|
2016
Q3 | – | Sell |
-6,900
| Closed | -$770K | – | 166 |
|
|
2016
Q2 | $770K | Hold |
6,900
| – | – | 0.25% | 91 |
|
|
2016
Q1 | $717K | Hold |
6,900
| – | – | 0.25% | 90 |
|
|
2015
Q4 | $665K | Buy |
+6,900
| New | +$665K | 0.24% | 90 |
|