AA
Apriem Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.58M | Sell |
10,898
-360
| -3% | -$284K | 0.91% | 28 |
|
|
2025
Q1 | $6.91M | Sell |
11,258
-4,520
| -29% | -$2.78M | 0.81% | 35 |
|
|
2024
Q4 | $9.92M | Sell |
15,778
-360
| -2% | -$226K | 1.14% | 27 |
|
|
2024
Q3 | $10M | Sell |
16,138
-321
| -2% | -$199K | 1.17% | 29 |
|
|
2024
Q2 | $10.8M | Buy |
+16,459
| New | +$10.8M | 1.32% | 23 |
|
|
2017
Q2 | – | Sell |
-33
| Closed | -$4K | – | 324 |
|
|
2017
Q1 | $4K | Hold |
33
| – | – | ﹤0.01% | 512 |
|
|
2016
Q4 | $4K | Buy |
+33
| New | +$4K | ﹤0.01% | 532 |
|