AWA
Amplius Wealth Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Buy |
442
+18
| +4% | +$14.2K | 0.03% | 145 |
|
|
2025
Q1 | $260K | Buy |
424
+16
| +4% | +$9.82K | 0.03% | 150 |
|
|
2024
Q4 | $256K | Sell |
408
-9
| -2% | -$5.66K | 0.03% | 150 |
|
|
2024
Q3 | $259K | Sell |
417
-2
| -0.5% | -$1.24K | 0.03% | 146 |
|
|
2024
Q2 | $275K | Sell |
419
-27
| -6% | -$17.7K | 0.03% | 138 |
|
|
2024
Q1 | $290K | Buy |
446
+40
| +10% | +$26K | 0.03% | 132 |
|
|
2023
Q4 | $254K | Sell |
406
-3
| -0.7% | -$1.88K | 0.03% | 140 |
|
|
2023
Q3 | $209K | Buy |
+409
| New | +$209K | 0.03% | 150 |
|
|
2022
Q4 | – | Sell |
-1,315
| Closed | -$509K | – | 173 |
|
|
2022
Q3 | $509K | Buy |
1,315
+109
| +9% | +$42.2K | 0.09% | 82 |
|
|
2022
Q2 | $464K | Buy |
1,206
+139
| +13% | +$53.5K | 0.08% | 95 |
|
|
2022
Q1 | $513K | Sell |
1,067
-37
| -3% | -$17.8K | 0.08% | 99 |
|
|
2021
Q4 | $710K | Buy |
+1,104
| New | +$710K | 0.1% | 83 |
|