AWM
Activest Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.8K | Sell |
62
-1
| -2% | -$788 | 0.01% | 215 |
|
|
2025
Q1 | $38.7K | Buy |
63
+61
| +3,050% | +$37.5K | 0.01% | 212 |
|
|
2024
Q4 | $1.26K | Sell |
2
-4
| -67% | -$2.51K | ﹤0.01% | 452 |
|
|
2024
Q3 | $3.69K | Buy |
+6
| New | +$3.69K | ﹤0.01% | 390 |
|
|
2024
Q2 | – | Sell |
-87
| Closed | -$56.7K | – | 613 |
|
|
2024
Q1 | $56.7K | Hold |
87
| – | – | 0.03% | 106 |
|
|
2023
Q4 | $54.5K | Hold |
87
| – | – | 0.03% | 90 |
|
|
2023
Q3 | $44.5K | Sell |
87
-46
| -35% | -$23.5K | 0.03% | 98 |
|
|
2023
Q2 | $60.1K | Buy |
133
+73
| +122% | +$33K | 0.04% | 59 |
|
|
2023
Q1 | $26.5K | Buy |
+60
| New | +$26.5K | 0.02% | 112 |
|
|
2022
Q3 | – | Sell |
-60
| Closed | -$23K | – | 525 |
|
|
2022
Q2 | $23K | Hold |
60
| – | – | 0.02% | 143 |
|
|
2022
Q1 | $29K | Buy |
+60
| New | +$29K | 0.02% | 130 |
|