WP
WMS Partners’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-558
| Closed | -$350K | – | 132 |
|
|
2024
Q4 | $350K | Buy |
558
+180
| +48% | +$113K | 0.02% | 225 |
|
|
2024
Q3 | $235K | Buy |
378
+3
| +0.8% | +$1.86K | 0.01% | 259 |
|
|
2024
Q2 | $246K | Sell |
375
-56
| -13% | -$36.8K | 0.02% | 228 |
|
|
2024
Q1 | $280K | Buy |
431
+38
| +10% | +$24.7K | 0.02% | 218 |
|
|
2023
Q4 | $246K | Buy |
+393
| New | +$246K | 0.02% | 230 |
|
|
2022
Q1 | – | Sell |
-336
| Closed | -$216K | – | 287 |
|
|
2021
Q4 | $216K | Buy |
+336
| New | +$216K | 0.05% | 194 |
|
|
2020
Q1 | – | Sell |
-771
| Closed | -$202K | – | 202 |
|
|
2019
Q4 | $202K | Buy |
+771
| New | +$202K | 0.05% | 209 |
|