Willow Creek 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 | $2.83M | Buy |
3,591
+4
| +0.1% | +$3.15K | 0.25% | 40 |
|
|
2025
Q1 | $2.2M | Hold |
3,587
| – | – | 0.21% | 45 |
|
|
2024
Q4 | $2.25M | Hold |
3,587
| – | – | 0.23% | 46 |
|
|
2024
Q3 | $2.23M | Sell |
3,587
-40
| -1% | -$24.8K | 0.23% | 45 |
|
|
2024
Q2 | $2.38M | Sell |
3,627
-8
| -0.2% | -$5.26K | 0.27% | 44 |
|
|
2024
Q1 | $2.36M | Sell |
3,635
-55
| -1% | -$35.8K | 0.28% | 44 |
|
|
2023
Q4 | $2.31M | Hold |
3,690
| – | – | 0.29% | 44 |
|
|
2023
Q3 | $1.89M | Sell |
3,690
-6
| -0.2% | -$3.07K | 0.28% | 40 |
|
|
2023
Q2 | $1.69M | Buy |
3,696
+3
| +0.1% | +$1.38K | 0.24% | 46 |
|
|
2023
Q1 | $1.65M | Hold |
3,693
| – | – | 0.25% | 40 |
|
|
2022
Q4 | $1.44M | Hold |
3,693
| – | – | 0.24% | 44 |
|
|
2022
Q3 | $1.43M | Sell |
3,693
-2
| -0.1% | -$774 | 0.28% | 47 |
|
|
2022
Q2 | $1.42M | Hold |
3,695
| – | – | 0.26% | 41 |
|
|
2022
Q1 | $1.78M | Hold |
3,695
| – | – | 0.36% | 33 |
|
|
2021
Q4 | $2.38M | Sell |
3,695
-705
| -16% | -$454K | 0.49% | 25 |
|
|
2021
Q3 | $2.37M | Hold |
4,400
| – | – | 0.53% | 24 |
|
|
2021
Q2 | $2.16M | Sell |
4,400
-423
| -9% | -$207K | 0.51% | 24 |
|
|
2021
Q1 | $1.85M | Sell |
4,823
-132
| -3% | -$50.6K | 0.68% | 19 |
|
|
2020
Q4 | $1.88M | Hold |
4,955
| – | – | 0.71% | 18 |
|
|
2020
Q3 | $1.62M | Hold |
4,955
| – | – | 0.67% | 17 |
|
|
2020
Q2 | $1.47M | Sell |
4,955
-172
| -3% | -$51K | 0.66% | 18 |
|
|
2020
Q1 | $1.18M | Hold |
5,127
| – | – | 0.59% | 20 |
|
|
2019
Q4 | $1.34M | Hold |
5,127
| – | – | 0.61% | 20 |
|
|
2019
Q3 | $1.36M | Sell |
5,127
-250
| -5% | -$66.5K | 0.63% | 19 |
|
|
2019
Q2 | $1.41M | Sell |
5,377
-457
| -8% | -$119K | 0.67% | 19 |
|
|
2019
Q1 | $1.53M | Hold |
5,834
| – | – | 0.77% | 17 |
|
|
2018
Q4 | $1.15M | Hold |
5,834
| – | – | 0.61% | 19 |
|
|
2018
Q3 | $1.33M | Sell |
5,834
-41
| -0.7% | -$9.33K | 0.74% | 14 |
|
|
2018
Q2 | $1.2M | Sell |
5,875
-155
| -3% | -$31.7K | 0.68% | 14 |
|
|
2018
Q1 | $1.05M | Buy |
+6,030
| New | +$1.05M | 0.56% | 19 |
|