Werba Rubin Papier Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Buy |
+347
| New | +$273K | 0.05% | 167 |
|
|
2025
Q1 | – | Sell |
-344
| Closed | -$216K | – | 200 |
|
|
2024
Q4 | $216K | Buy |
344
+16
| +5% | +$10.1K | 0.05% | 170 |
|
|
2024
Q3 | $204K | Buy |
328
+6
| +2% | +$3.73K | 0.05% | 177 |
|
|
2024
Q2 | $212K | Sell |
322
-24
| -7% | -$15.8K | 0.06% | 156 |
|
|
2024
Q1 | $225K | Buy |
346
+3
| +0.9% | +$1.95K | 0.07% | 126 |
|
|
2023
Q4 | $214K | Buy |
+343
| New | +$214K | 0.07% | 108 |
|