AWA
Aaron Wealth Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
2,075
+1,019
| +96% | +$803K | 0.17% | 81 |
|
|
2025
Q1 | $648K | Buy |
1,056
+123
| +13% | +$75.5K | 0.07% | 173 |
|
|
2024
Q4 | $586K | Sell |
933
-184
| -16% | -$116K | 0.07% | 178 |
|
|
2024
Q3 | $694K | Sell |
1,117
-112
| -9% | -$69.6K | 0.08% | 153 |
|
|
2024
Q2 | $808K | Buy |
1,229
+217
| +21% | +$143K | 0.11% | 118 |
|
|
2024
Q1 | $658K | Hold |
1,012
| – | – | 0.09% | 133 |
|
|
2023
Q4 | $633K | Buy |
1,012
+72
| +8% | +$45K | 0.1% | 118 |
|
|
2023
Q3 | $480K | Sell |
940
-58
| -6% | -$29.6K | 0.06% | 152 |
|
|
2023
Q2 | $457K | Buy |
998
+137
| +16% | +$62.8K | 0.06% | 161 |
|
|
2023
Q1 | $384K | Buy |
861
+106
| +14% | +$47.3K | 0.05% | 177 |
|
|
2022
Q4 | $294K | Sell |
755
-260
| -26% | -$101K | 0.04% | 196 |
|
|
2022
Q3 | $393K | Buy |
1,015
+266
| +36% | +$103K | 0.07% | 136 |
|
|
2022
Q2 | $288K | Sell |
749
-229,092
| -100% | -$88.1M | 0.07% | 152 |
|
|
2022
Q1 | $478K | Buy |
229,841
+229,211
| +36,383% | +$477K | 0.01% | 530 |
|
|
2021
Q4 | $405K | Buy |
630
+213
| +51% | +$137K | 0.11% | 120 |
|
|
2021
Q3 | $224K | Buy |
417
+8
| +2% | +$4.3K | 0.06% | 148 |
|
|
2021
Q2 | $200K | Buy |
+409
| New | +$200K | 0.07% | 152 |
|