WESPAC Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,384
| Closed | -$900K | – | 168 |
|
|
2024
Q1 | $900K | Buy |
+1,384
| New | +$900K | 0.52% | 66 |
|
|
2022
Q2 | – | Sell |
-1,403
| Closed | -$675K | – | 105 |
|
|
2022
Q1 | $675K | Sell |
1,403
-382
| -21% | -$184K | 0.73% | 59 |
|
|
2021
Q4 | $1.15M | Sell |
1,785
-522
| -23% | -$336K | 0.77% | 58 |
|
|
2021
Q3 | $1.25M | Buy |
+2,307
| New | +$1.25M | 0.77% | 52 |
|
|
2021
Q2 | – | Sell |
-800
| Closed | -$306K | – | 122 |
|
|
2021
Q1 | $306K | Sell |
800
-155
| -16% | -$59.3K | 0.23% | 119 |
|
|
2020
Q4 | $363K | Buy |
955
+2
| +0.2% | +$760 | 0.28% | 94 |
|
|
2020
Q3 | $311K | Hold |
953
| – | – | 0.39% | 75 |
|
|
2020
Q2 | $282K | Buy |
+953
| New | +$282K | 0.32% | 84 |
|
|
2020
Q1 | – | Sell |
-798
| Closed | -$209K | – | 69 |
|
|
2019
Q4 | $209K | Hold |
798
| – | – | 0.2% | 92 |
|
|
2019
Q3 | $212K | Sell |
798
-1,976
| -71% | -$525K | 0.21% | 92 |
|
|
2019
Q2 | $725K | Sell |
2,774
-221
| -7% | -$57.8K | 0.54% | 54 |
|
|
2019
Q1 | $719K | Buy |
2,995
+1,795
| +150% | +$431K | 0.5% | 62 |
|
|
2018
Q4 | $236K | Sell |
1,200
-4,710
| -80% | -$926K | 0.23% | 87 |
|
|
2018
Q3 | $1.34M | Buy |
5,910
+2,496
| +73% | +$568K | 0.78% | 48 |
|
|
2018
Q2 | $697K | Buy |
3,414
+2,214
| +185% | +$452K | 0.72% | 46 |
|
|
2018
Q1 | $208K | Buy |
+1,200
| New | +$208K | 0.13% | 137 |
|