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WESPAC Advisors’s Intuit INTU Stock Holding History

WESPAC Advisors’s Portfolio INTU Stock Details INTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,384
Closed -$900K – 168
2024
Q1 		$900K Buy
+1,384
New +$883K 0.52% 66
2022
Q2 		– Sell
-1,403
Closed -$675K – 105
2022
Q1 		$675K Sell
1,403
-382
-21% -$196K 0.73% 59
2021
Q4 		$1.15M Sell
1,785
-522
-23% -$322K 0.77% 58
2021
Q3 		$1.25M Buy
+2,307
New +$1.24M 0.77% 52
2021
Q2 		– Sell
-800
Closed -$306K – 122
2021
Q1 		$306K Sell
800
-155
-16% -$59.7K 0.23% 119
2020
Q4 		$363K Buy
955
+2
+0.2% +$702 0.28% 94
2020
Q3 		$311K Hold
953
– – 0.39% 75
2020
Q2 		$282K Buy
+953
New +$261K 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% -$544K 0.21% 92
2019
Q2 		$725K Sell
2,774
-221
-7% -$56.2K 0.54% 54
2019
Q1 		$719K Buy
2,995
+1,795
+150% +$415K 0.5% 62
2018
Q4 		$236K Sell
1,200
-4,710
-80% -$980K 0.23% 87
2018
Q3 		$1.34M Buy
5,910
+2,496
+73% +$536K 0.78% 48
2018
Q2 		$697K Buy
3,414
+2,214
+185% +$425K 0.72% 46
2018
Q1 		$208K Buy
+1,200
New +$202K 0.13% 137

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return