AAM
Aureus Asset Management’s Intuit INTU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.81M | Buy |
9,910
+260
| +3% | +$205K | 0.5% | 35 |
|
2025
Q1 | $5.93M | Buy |
+9,650
| New | +$5.93M | 0.42% | 44 |
|
2024
Q2 | – | Sell |
-309
| Closed | -$201K | – | 208 |
|
2024
Q1 | $201K | Buy |
+309
| New | +$201K | 0.01% | 192 |
|
2020
Q3 | – | Sell |
-989
| Closed | -$293K | – | 183 |
|
2020
Q2 | $293K | Buy |
+989
| New | +$293K | 0.03% | 133 |
|