WWM
WT Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,626
| Closed | -$2.28M | – | 134 |
|
|
2024
Q4 | $2.28M | Buy |
3,626
+93
| +3% | +$58.4K | 0.72% | 44 |
|
|
2024
Q3 | $2.17M | Buy |
3,533
+281
| +9% | +$172K | 0.69% | 48 |
|
|
2024
Q2 | $2.14M | Sell |
3,252
-56
| -2% | -$36.8K | 0.73% | 42 |
|
|
2024
Q1 | $2.15M | Buy |
3,308
+157
| +5% | +$102K | 0.77% | 43 |
|
|
2023
Q4 | $1.97M | Buy |
3,151
+317
| +11% | +$198K | 0.78% | 41 |
|
|
2023
Q3 | $1.45M | Sell |
2,834
-293
| -9% | -$150K | 0.62% | 38 |
|
|
2023
Q2 | $1.43M | Sell |
3,127
-134
| -4% | -$61.4K | 0.59% | 44 |
|
|
2023
Q1 | $1.45M | Sell |
3,261
-203
| -6% | -$90.5K | 0.63% | 39 |
|
|
2022
Q4 | $1.35M | Buy |
3,464
+111
| +3% | +$43.2K | 0.66% | 46 |
|
|
2022
Q3 | $1.3M | Sell |
3,353
-68
| -2% | -$26.3K | 0.65% | 43 |
|
|
2022
Q2 | $1.32M | Sell |
3,421
-242
| -7% | -$93.3K | 0.65% | 55 |
|
|
2022
Q1 | $1.76M | Buy |
3,663
+461
| +14% | +$222K | 0.68% | 46 |
|
|
2021
Q4 | $2.06M | Sell |
3,202
-464
| -13% | -$299K | 0.76% | 41 |
|
|
2021
Q3 | $1.98M | Sell |
3,666
-54
| -1% | -$29.1K | 0.76% | 39 |
|
|
2021
Q2 | $1.82M | Buy |
3,720
+276
| +8% | +$135K | 0.74% | 42 |
|
|
2021
Q1 | $1.32M | Sell |
3,444
-573
| -14% | -$219K | 0.61% | 50 |
|
|
2020
Q4 | $1.53M | Buy |
4,017
+947
| +31% | +$360K | 0.83% | 42 |
|
|
2020
Q3 | $1M | Buy |
3,070
+371
| +14% | +$121K | 0.66% | 40 |
|
|
2020
Q2 | $799K | Buy |
2,699
+409
| +18% | +$121K | 0.64% | 39 |
|
|
2020
Q1 | $526K | Buy |
2,290
+460
| +25% | +$106K | 0.55% | 40 |
|
|
2019
Q4 | $479K | Sell |
1,830
-40
| -2% | -$10.5K | 0.36% | 50 |
|
|
2019
Q3 | $497K | Buy |
+1,870
| New | +$497K | 0.43% | 48 |
|