AAMA
Advanced Asset Management Advisors’s Intuit INTU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $295K | Hold |
375
| – | – | 0.08% | 56 |
|
2025
Q1 | $230K | Hold |
375
| – | – | 0.06% | 62 |
|
2024
Q4 | $236K | Hold |
375
| – | – | 0.06% | 66 |
|
2024
Q3 | $246K | Hold |
375
| – | – | 0.07% | 63 |
|
2024
Q2 | $246K | Hold |
375
| – | – | 0.07% | 64 |
|
2024
Q1 | $244K | Sell |
375
-50
| -12% | -$32.5K | 0.06% | 67 |
|
2023
Q4 | $266K | Hold |
425
| – | – | 0.06% | 65 |
|
2023
Q3 | $217K | Buy |
+425
| New | +$217K | 0.05% | 68 |
|
2023
Q1 | – | Sell |
-425
| Closed | -$165K | – | 161 |
|
2022
Q4 | $165K | Buy |
+425
| New | +$165K | 0.04% | 73 |
|
2022
Q1 | – | Sell |
-315
| Closed | -$203K | – | 91 |
|
2021
Q4 | $203K | Buy |
+315
| New | +$203K | 0.04% | 71 |
|