Western Pacific 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 | $189K | Sell |
240
-15
| -6% | -$11.8K | 0.18% | 67 |
|
|
2025
Q1 | $157K | Buy |
255
+8
| +3% | +$4.91K | 0.14% | 79 |
|
|
2024
Q4 | $155K | Buy |
247
+28
| +13% | +$17.6K | 0.13% | 79 |
|
|
2024
Q3 | $136K | Sell |
219
-33
| -13% | -$20.5K | 0.09% | 84 |
|
|
2024
Q2 | $166K | Sell |
252
-13
| -5% | -$8.54K | 0.13% | 61 |
|
|
2024
Q1 | $172K | Sell |
265
-13
| -5% | -$8.45K | 0.12% | 63 |
|
|
2023
Q4 | $174K | Sell |
278
-9
| -3% | -$5.63K | 0.13% | 55 |
|
|
2023
Q3 | $147K | Buy |
287
+13
| +5% | +$6.64K | 0.12% | 55 |
|
|
2023
Q2 | $126K | Sell |
274
-10
| -4% | -$4.58K | 0.1% | 66 |
|
|
2023
Q1 | $127K | Hold |
284
| – | – | 0.1% | 64 |
|
|
2022
Q4 | $111K | Buy |
284
+106
| +60% | +$41.3K | 0.09% | 72 |
|
|
2022
Q3 | $68K | Buy |
178
+174
| +4,350% | +$66.5K | 0.07% | 76 |
|
|
2022
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 185 |
|
|
2022
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 210 |
|
|
2021
Q4 | $2K | Buy |
+4
| New | +$2K | ﹤0.01% | 205 |
|