WR Wealth Planners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $591K | Sell |
941
-525
| -36% | -$330K | 0.19% | 79 |
|
|
2024
Q3 | $910K | Buy |
1,466
+50
| +4% | +$31.1K | 0.25% | 63 |
|
|
2024
Q2 | $931K | Buy |
1,416
+26
| +2% | +$17.1K | 0.28% | 53 |
|
|
2024
Q1 | $904K | Buy |
1,390
+99
| +8% | +$64.4K | 0.28% | 51 |
|
|
2023
Q4 | $807K | Buy |
1,291
+137
| +12% | +$85.6K | 0.3% | 57 |
|
|
2023
Q3 | $590K | Buy |
1,154
+50
| +5% | +$25.5K | 0.22% | 69 |
|
|
2023
Q2 | $506K | Buy |
1,104
+28
| +3% | +$12.8K | 0.2% | 83 |
|
|
2023
Q1 | $480K | Buy |
1,076
+429
| +66% | +$191K | 0.21% | 77 |
|
|
2022
Q4 | $252K | Buy |
647
+10
| +2% | +$3.89K | 0.16% | 100 |
|
|
2022
Q3 | $247K | Buy |
637
+264
| +71% | +$102K | 0.17% | 95 |
|
|
2022
Q2 | $144K | Buy |
+373
| New | +$144K | 0.09% | 110 |
|