Wetzel Investment Advisors’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-9
Closed -$5.85K 484
2024
Q2
$5.85K Sell
9
-50
-85% -$32.5K ﹤0.01% 550
2024
Q1
$35.9K Sell
59
-1
-2% -$608 0.02% 292
2023
Q4
$38K Buy
+60
New +$38K 0.02% 280