AOWM

Alpha Omega Wealth Management’s Intuit INTU Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$628K	Sell	797 -12	-1%	-$9.45K	0.11%	139
2025 Q1	$497K	Hold	809	–	–	0.09%	144
2024 Q4	$508K	Hold	809	–	–	0.1%	144
2024 Q3	$502K	Sell	809 -2	-0.2%	-$1.24K	0.09%	148
2024 Q2	$533K	Sell	811 -8	-1%	-$5.26K	0.1%	142
2024 Q1	$532K	Sell	819 -15	-2%	-$9.75K	0.1%	143
2023 Q4	$521K	Hold	834	–	–	0.09%	141
2023 Q3	$426K	Sell	834 -9	-1%	-$4.6K	0.07%	149
2023 Q2	$386K	Hold	843	–	–	0.07%	155
2023 Q1	$376K	Sell	843 -12	-1%	-$5.35K	0.06%	157
2022 Q4	$333K	Hold	855	–	–	0.06%	164
2022 Q3	$331K	Sell	855 -33	-4%	-$12.8K	0.06%	158
2022 Q2	$342K	Hold	888	–	–	0.06%	161
2022 Q1	$427K	Hold	888	–	–	0.07%	159
2021 Q4	$491K	Hold	888	–	–	0.08%	159
2021 Q3	$479K	Sell	888 -187	-17%	-$101K	0.08%	155
2021 Q2	$527K	Hold	1,075	–	–	0.09%	150
2021 Q1	$412K	Hold	1,075	–	–	0.07%	154
2020 Q4	$408K	Hold	1,075	–	–	0.07%	155
2020 Q3	$351K	Hold	1,075	–	–	0.05%	152
2020 Q2	$318K	Hold	1,075	–	–	0.05%	155
2020 Q1	$247K	Buy	1,075 +30	+3%	+$6.89K	0.05%	166
2019 Q4	$274K	Sell	1,045 -41	-4%	-$10.8K	0.04%	178
2019 Q3	$279K	Buy	+1,086	New	+$279K	0.05%	176
2018 Q3	–	Sell	-200	Closed	-$41K	–	489
2018 Q2	$41K	Hold	200	–	–	0.02%	242
2018 Q1	$35K	Hold	200	–	–	0.02%	238
2017 Q4	$32K	Hold	200	–	–	0.02%	251
2017 Q3	$28K	Sell	200 -200	-50%	-$28K	0.01%	267
2017 Q2	$53K	Hold	400	–	–	0.03%	222
2017 Q1	$46K	Hold	400	–	–	0.02%	230
2016 Q4	$46K	Buy	+400	New	+$46K	0.02%	233