Wedmont Private Capital’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.32M | Buy |
4,314
+180
| +4% | +$139K | 0.14% | 88 |
|
|
2025
Q1 | $2.43M | Buy |
4,134
+249
| +6% | +$146K | 0.12% | 92 |
|
|
2024
Q4 | $2.42M | Buy |
3,885
+156
| +4% | +$97.3K | 0.13% | 98 |
|
|
2024
Q3 | $2.25M | Buy |
3,729
+51
| +1% | +$30.7K | 0.13% | 94 |
|
|
2024
Q2 | $2.36M | Buy |
3,678
+310
| +9% | +$199K | 0.15% | 86 |
|
|
2024
Q1 | $2.17M | Buy |
3,368
+229
| +7% | +$147K | 0.16% | 83 |
|
|
2023
Q4 | $1.88M | Buy |
3,139
+169
| +6% | +$101K | 0.15% | 87 |
|
|
2023
Q3 | $1.59M | Buy |
2,970
+447
| +18% | +$239K | 0.16% | 88 |
|
|
2023
Q2 | $1.22M | Buy |
2,523
+478
| +23% | +$231K | 0.13% | 104 |
|
|
2023
Q1 | $909K | Buy |
2,045
+298
| +17% | +$133K | 0.12% | 124 |
|
|
2022
Q4 | $675K | Sell |
1,747
-30
| -2% | -$11.6K | 0.1% | 154 |
|
|
2022
Q3 | $688K | Buy |
1,777
+551
| +45% | +$213K | 0.14% | 120 |
|
|
2022
Q2 | $473K | Buy |
1,226
+305
| +33% | +$118K | 0.1% | 145 |
|
|
2022
Q1 | $466K | Buy |
921
+299
| +48% | +$151K | 0.1% | 153 |
|
|
2021
Q4 | $344K | Buy |
+622
| New | +$344K | 0.11% | 153 |
|