WAM
Wilson Asset Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.2M | Sell |
35,837
-1,540
| -4% | -$1.21M | 6.94% | 1 |
|
|
2025
Q1 | $22.9M | Buy |
37,377
+2,921
| +8% | +$1.79M | 6.13% | 3 |
|
|
2024
Q4 | $21.7M | Sell |
34,456
-5,911
| -15% | -$3.72M | 5.61% | 2 |
|
|
2024
Q3 | $25.1M | Buy |
40,367
+2,644
| +7% | +$1.64M | 6.08% | 1 |
|
|
2024
Q2 | $24.8M | Buy |
37,723
+10,674
| +39% | +$7.02M | 6.5% | 3 |
|
|
2024
Q1 | $17.6M | Sell |
27,049
-3,227
| -11% | -$2.1M | 4.54% | 11 |
|
|
2023
Q4 | $18.9M | Sell |
30,276
-18,018
| -37% | -$11.3M | 5.28% | 9 |
|
|
2023
Q3 | $24.7M | Sell |
48,294
-3,450
| -7% | -$1.77M | 7.1% | 2 |
|
|
2023
Q2 | $23.7M | Buy |
51,744
+7,244
| +16% | +$3.32M | 6.46% | 5 |
|
|
2023
Q1 | $19.8M | Buy |
44,500
+17,754
| +66% | +$7.92M | 5.5% | 7 |
|
|
2022
Q4 | $10.4M | Buy |
+26,746
| New | +$10.4M | 3.16% | 14 |
|