WR Wealth Planners, LLC
- SEC CIK
- 0002031978
- Latest filing
- Feb 5, 2025
INTU holding history
Intuit Inc. in every 13F filed by WR Wealth Planners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
INTU overviewAll 13F holders of INTUFull Q4 2024 holdings
- Shares (Q4 2024)
- 941
- Value
- $591.4K
- % of portfolio
- 0.2%
- Quarters held
- 11
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 941 | $591.4K | 0.2% | −525−35.8% | Reduced | Holders |
| Q3 2024 | 1,466 | $910.4K | 0.3% | +50+3.5% | Added | Holders |
| Q2 2024 | 1,416 | $930.6K | 0.3% | +26+1.9% | Added | Holders |
| Q1 2024 | 1,390 | $903.5K | 0.3% | +99+7.7% | Added | Holders |
| Q4 2023 | 1,291 | $806.9K | 0.3% | +137+11.9% | Added | Holders |
| Q3 2023 | 1,154 | $589.6K | 0.2% | +50+4.5% | Added | Holders |
| Q2 2023 | 1,104 | $505.8K | 0.2% | +28+2.6% | Added | Holders |
| Q1 2023 | 1,076 | $479.7K | 0.2% | +429+66.3% | Added | Holders |
| Q4 2022 | 647 | $251.8K | 0.2% | +10+1.6% | Added | Holders |
| Q3 2022 | 637 | $246.7K | 0.2% | +264+70.8% | Added | Holders |
| Q2 2022 | 373 | $143.8K | 0.1% | +373 | New | Holders |