Western Pacific Wealth Management’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$158K Sell
2025
Q2
$189K Sell
2025
Q1
$157K Buy
2024
Q4
$155K Buy
2024
Q3
$136K Sell
2024
Q2
$166K Sell
2024
Q1
$172K Sell
2023
Q4
$174K Sell
2023
Q3
$147K Buy
2023
Q2
$126K Sell
2023
Q1
$127K Hold
2022
Q4
$111K Buy
2022
Q3
$68K Buy
2022
Q2
$1K Hold
2022
Q1
$1K Hold
2021
Q4
$2K Buy