AAS
Avantax Advisory Services’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.9M | Buy |
27,759
+1,930
| +7% | +$1.52M | 0.12% | 135 |
|
|
2025
Q1 | $15.9M | Buy |
25,829
+1,527
| +6% | +$938K | 0.1% | 162 |
|
|
2024
Q4 | $15.3M | Buy |
24,302
+1,498
| +7% | +$942K | 0.1% | 155 |
|
|
2024
Q3 | $14.2M | Buy |
22,804
+564
| +3% | +$350K | 0.09% | 164 |
|
|
2024
Q2 | $14.6M | Buy |
22,240
+7,257
| +48% | +$4.77M | 0.1% | 152 |
|
|
2024
Q1 | $9.74M | Buy |
14,983
+685
| +5% | +$445K | 0.09% | 177 |
|
|
2023
Q4 | $8.94M | Sell |
14,298
-600
| -4% | -$375K | 0.09% | 182 |
|
|
2023
Q3 | $7.61M | Buy |
14,898
+436
| +3% | +$223K | 0.09% | 182 |
|
|
2023
Q2 | $6.63M | Buy |
14,462
+463
| +3% | +$212K | 0.08% | 201 |
|
|
2023
Q1 | $6.24M | Buy |
13,999
+873
| +7% | +$389K | 0.08% | 203 |
|
|
2022
Q4 | $5.11M | Sell |
13,126
-2,431
| -16% | -$946K | 0.07% | 221 |
|
|
2022
Q3 | $6.03M | Buy |
15,557
+1,199
| +8% | +$464K | 0.09% | 168 |
|
|
2022
Q2 | $5.53M | Buy |
14,358
+722
| +5% | +$278K | 0.08% | 180 |
|
|
2022
Q1 | $6.54M | Buy |
13,636
+1,251
| +10% | +$600K | 0.09% | 162 |
|
|
2021
Q4 | $7.98M | Buy |
12,385
+1,022
| +9% | +$659K | 0.12% | 136 |
|
|
2021
Q3 | $6.14M | Buy |
11,363
+1,524
| +15% | +$824K | 0.1% | 153 |
|
|
2021
Q2 | $4.82M | Buy |
9,839
+1,661
| +20% | +$813K | 0.09% | 175 |
|
|
2021
Q1 | $3.14M | Buy |
8,178
+1,221
| +18% | +$469K | 0.07% | 214 |
|
|
2020
Q4 | $2.65M | Sell |
6,957
-3,245
| -32% | -$1.24M | 0.06% | 213 |
|
|
2020
Q3 | $3.35M | Buy |
10,202
+5,202
| +104% | +$1.71M | 0.05% | 263 |
|
|
2020
Q2 | $1.49M | Buy |
5,000
+3,669
| +276% | +$1.09M | 0.04% | 273 |
|
|
2020
Q1 | $307K | Buy |
+1,331
| New | +$307K | 0.01% | 566 |
|