APP
Avantax Planning Partners’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Buy |
1,273
+95
| +8% | +$74.8K | 0.03% | 193 |
|
|
2025
Q1 | $723K | Buy |
1,178
+166
| +16% | +$102K | 0.03% | 208 |
|
|
2024
Q4 | $636K | Buy |
1,012
+169
| +20% | +$106K | 0.02% | 223 |
|
|
2024
Q3 | $523K | Sell |
843
-801
| -49% | -$497K | 0.02% | 249 |
|
|
2024
Q2 | $1.08M | Sell |
1,644
-32
| -2% | -$21K | 0.03% | 201 |
|
|
2024
Q1 | $1.09M | Buy |
1,676
+186
| +12% | +$121K | 0.04% | 206 |
|
|
2023
Q4 | $931K | Sell |
1,490
-77
| -5% | -$48.1K | 0.04% | 177 |
|
|
2023
Q3 | $801K | Sell |
1,567
-195
| -11% | -$99.6K | 0.03% | 181 |
|
|
2023
Q2 | $807K | Sell |
1,762
-128
| -7% | -$58.6K | 0.03% | 185 |
|
|
2023
Q1 | $843K | Sell |
1,890
-937
| -33% | -$418K | 0.03% | 188 |
|
|
2022
Q4 | $1.1M | Sell |
2,827
-192
| -6% | -$74.7K | 0.04% | 155 |
|
|
2022
Q3 | $1.17M | Buy |
3,019
+32
| +1% | +$12.4K | 0.05% | 130 |
|
|
2022
Q2 | $1.15M | Buy |
2,987
+1,208
| +68% | +$465K | 0.05% | 141 |
|
|
2022
Q1 | $855K | Buy |
1,779
+461
| +35% | +$222K | 0.03% | 173 |
|
|
2021
Q4 | $848K | Buy |
1,318
+52
| +4% | +$33.5K | 0.03% | 171 |
|
|
2021
Q3 | $683K | Buy |
1,266
+23
| +2% | +$12.4K | 0.03% | 173 |
|
|
2021
Q2 | $609K | Buy |
1,243
+472
| +61% | +$231K | 0.03% | 175 |
|
|
2021
Q1 | $295K | Buy |
+771
| New | +$295K | 0.02% | 244 |
|
|
2018
Q4 | – | Sell |
-391
| Closed | -$89K | – | 726 |
|
|
2018
Q3 | $89K | Buy |
+391
| New | +$89K | 0.01% | 372 |
|
|
2018
Q2 | – | Sell |
-480
| Closed | -$83K | – | 818 |
|
|
2018
Q1 | $83K | Buy |
+480
| New | +$83K | 0.01% | 439 |
|