WSTAM
Wilbanks Smith & Thomas Asset Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $644K | Buy |
991
+19
| +2% | +$12.4K | 0.02% | 305 |
|
|
2023
Q4 | $608K | Sell |
972
-24
| -2% | -$15K | 0.02% | 306 |
|
|
2023
Q3 | $509K | Buy |
996
+20
| +2% | +$10.2K | 0.02% | 309 |
|
|
2023
Q2 | $447K | Sell |
976
-1
| -0.1% | -$458 | 0.01% | 337 |
|
|
2023
Q1 | $436K | Sell |
977
-39
| -4% | -$17.4K | 0.02% | 330 |
|
|
2022
Q4 | $395K | Buy |
1,016
+27
| +3% | +$10.5K | 0.02% | 347 |
|
|
2022
Q3 | $383K | Hold |
989
| – | – | 0.02% | 319 |
|
|
2022
Q2 | $381K | Buy |
989
+91
| +10% | +$35.1K | 0.02% | 339 |
|
|
2022
Q1 | $387K | Sell |
898
-213
| -19% | -$91.8K | 0.02% | 346 |
|
|
2021
Q4 | $715K | Sell |
1,111
-8
| -0.7% | -$5.15K | 0.02% | 277 |
|
|
2021
Q3 | $604K | Buy |
1,119
+220
| +24% | +$119K | 0.02% | 279 |
|
|
2021
Q2 | $441K | Buy |
899
+349
| +63% | +$171K | 0.02% | 332 |
|
|
2021
Q1 | $211K | Hold |
550
| – | – | 0.01% | 442 |
|
|
2020
Q4 | $209K | Buy |
+550
| New | +$209K | 0.01% | 404 |
|
|
2019
Q3 | – | Sell |
-851
| Closed | -$222K | – | 434 |
|
|
2019
Q2 | $222K | Buy |
+851
| New | +$222K | 0.01% | 382 |
|
|
2018
Q4 | – | Sell |
-636
| Closed | -$145K | – | 821 |
|
|
2018
Q3 | $145K | Buy |
+636
| New | +$145K | 0.01% | 461 |
|