AG
Ascent Group’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Buy |
2,133
+531
| +33% | +$418K | 0.07% | 245 |
|
|
2025
Q1 | $984K | Buy |
1,602
+460
| +40% | +$282K | 0.04% | 328 |
|
|
2024
Q4 | $718K | Sell |
1,142
-88
| -7% | -$55.3K | 0.05% | 317 |
|
|
2024
Q3 | $764K | Sell |
1,230
-3,573
| -74% | -$2.22M | 0.06% | 319 |
|
|
2024
Q2 | $3.16M | Buy |
4,803
+307
| +7% | +$202K | 0.26% | 100 |
|
|
2024
Q1 | $2.92M | Buy |
4,496
+1,534
| +52% | +$997K | 0.26% | 105 |
|
|
2023
Q4 | $1.95M | Buy |
2,962
+94
| +3% | +$61.8K | 0.18% | 154 |
|
|
2023
Q3 | $1.48M | Buy |
2,868
+2,406
| +521% | +$1.24M | 0.16% | 180 |
|
|
2023
Q2 | $231K | Sell |
462
-26
| -5% | -$13K | 0.03% | 416 |
|
|
2023
Q1 | $218K | Buy |
+488
| New | +$218K | 0.02% | 451 |
|
|
2022
Q4 | – | Sell |
-477
| Closed | -$204K | – | 469 |
|
|
2022
Q3 | $204K | Buy |
477
+10
| +2% | +$4.28K | 0.02% | 447 |
|
|
2022
Q2 | $213K | Buy |
+467
| New | +$213K | 0.03% | 450 |
|