Wunderlich Capital Managemnt’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-107
| Closed | -$69.6K | – | 110 |
|
|
2024
Q1 | $69.6K | Sell |
107
-2
| -2% | -$1.3K | 0.03% | 92 |
|
|
2023
Q4 | $68.1K | Hold |
109
| – | – | 0.03% | 92 |
|
|
2023
Q3 | $55.7K | Hold |
109
| – | – | 0.03% | 85 |
|
|
2023
Q2 | $50K | Buy |
+109
| New | +$50K | 0.02% | 85 |
|
|
2022
Q4 | – | Sell |
-4,409
| Closed | -$1.71M | – | 85 |
|
|
2022
Q3 | $1.71M | Sell |
4,409
-554
| -11% | -$215K | 1.09% | 47 |
|
|
2022
Q2 | $1.91M | Buy |
+4,963
| New | +$1.91M | 1.11% | 46 |
|