AWS
AJ Wealth Strategies’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-675
| Closed | -$325K | – | 323 |
|
|
2022
Q1 | $325K | Buy |
675
+39
| +6% | +$18.8K | 0.02% | 249 |
|
|
2021
Q4 | $409K | Sell |
636
-348
| -35% | -$224K | 0.02% | 218 |
|
|
2021
Q3 | $531K | Hold |
984
| – | – | 0.03% | 187 |
|
|
2021
Q2 | $482K | Hold |
984
| – | – | 0.03% | 184 |
|
|
2021
Q1 | $377K | Sell |
984
-549
| -36% | -$210K | 0.03% | 190 |
|
|
2020
Q4 | $582K | Buy |
+1,533
| New | +$582K | 0.05% | 135 |
|