Wharton Business Group’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 | $707K | Hold |
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|
2025
Q2 | $815K | Hold |
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|
2025
Q1 | $635K | Hold |
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|
2024
Q4 | $650K | Hold |
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|
2024
Q3 | $643K | Sell |
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|
2024
Q2 | $689K | Buy |
|
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|
2024
Q1 | $673K | Hold |
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|
2023
Q4 | $647K | Hold |
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|
2023
Q3 | $529K | Hold |
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|
2023
Q2 | $474K | Hold |
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|
2023
Q1 | $461K | Hold |
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|
2022
Q4 | $403K | Hold |
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|
2022
Q3 | $400K | Hold |
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|
2022
Q2 | $399K | Hold |
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|
2022
Q1 | $498K | Hold |
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|
2021
Q4 | $666K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $584K | Sell |
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|
2021
Q1 | $487K | Hold |
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|
2020
Q4 | $483K | Hold |
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|
2020
Q3 | $415K | Hold |
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|
2020
Q2 | $377K | Buy |
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|
2020
Q1 | $258K | Hold |
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|
2019
Q4 | $294K | Buy |
|