Western 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 | $409K | Buy |
519
+69
| +15% | +$54.3K | 0.02% | 471 |
|
|
2025
Q1 | $277K | Sell |
450
-287
| -39% | -$176K | 0.02% | 551 |
|
|
2024
Q4 | $463K | Buy |
737
+98
| +15% | +$61.6K | 0.03% | 397 |
|
|
2024
Q3 | $397K | Buy |
639
+80
| +14% | +$49.7K | 0.02% | 514 |
|
|
2024
Q2 | $367K | Buy |
559
+10
| +2% | +$6.57K | 0.03% | 442 |
|
|
2024
Q1 | $357K | Buy |
549
+1
| +0.2% | +$649 | 0.03% | 457 |
|
|
2023
Q4 | $343K | Buy |
548
+155
| +39% | +$96.9K | 0.02% | 520 |
|
|
2023
Q3 | $201K | Buy |
+393
| New | +$201K | 0.02% | 616 |
|
|
2022
Q4 | – | Sell |
-642
| Closed | -$247K | – | 698 |
|
|
2022
Q3 | $247K | Buy |
+642
| New | +$247K | 0.01% | 687 |
|