WGAM
Wilkinson Global Asset Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.6M | Sell |
61,705
-2,530
| -4% | -$1.99M | 3.06% | 17 |
|
|
2025
Q1 | $39.4M | Sell |
64,235
-266
| -0.4% | -$163K | 2.47% | 20 |
|
|
2024
Q4 | $40.5M | Sell |
64,501
-158
| -0.2% | -$99.3K | 2.49% | 19 |
|
|
2024
Q3 | $40.2M | Sell |
64,659
-1,190
| -2% | -$739K | 2.42% | 20 |
|
|
2024
Q2 | $43.3M | Sell |
65,849
-2,965
| -4% | -$1.95M | 2.71% | 18 |
|
|
2024
Q1 | $44.7M | Sell |
68,814
-418
| -0.6% | -$272K | 2.81% | 17 |
|
|
2023
Q4 | $43.3M | Sell |
69,232
-1,528
| -2% | -$955K | 2.99% | 14 |
|
|
2023
Q3 | $36.2M | Buy |
70,760
+254
| +0.4% | +$130K | 2.77% | 15 |
|
|
2023
Q2 | $32.3M | Sell |
70,506
-230
| -0.3% | -$105K | 2.46% | 20 |
|
|
2023
Q1 | $31.5M | Sell |
70,736
-272
| -0.4% | -$121K | 2.49% | 18 |
|
|
2022
Q4 | $27.6M | Sell |
71,008
-713
| -1% | -$278K | 2.3% | 19 |
|
|
2022
Q3 | $27.8M | Buy |
71,721
+315
| +0.4% | +$122K | 2.5% | 18 |
|
|
2022
Q2 | $27.5M | Sell |
71,406
-4,457
| -6% | -$1.72M | 2.35% | 19 |
|
|
2022
Q1 | $36.5M | Sell |
75,863
-13,634
| -15% | -$6.56M | 2.35% | 18 |
|
|
2021
Q4 | $57.6M | Sell |
89,497
-3,171
| -3% | -$2.04M | 3.19% | 10 |
|
|
2021
Q3 | $50M | Sell |
92,668
-2,450
| -3% | -$1.32M | 3.04% | 11 |
|
|
2021
Q2 | $46.6M | Sell |
95,118
-27,437
| -22% | -$13.4M | 2.75% | 13 |
|
|
2021
Q1 | $46.9M | Buy |
+122,555
| New | +$46.9M | 2.97% | 10 |
|