AWM
Avior Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $774K | Sell |
983
-142
| -13% | -$112K | 0.03% | 335 |
|
|
2025
Q1 | $691K | Buy |
1,125
+561
| +99% | +$345K | 0.03% | 335 |
|
|
2024
Q4 | $355K | Buy |
564
+392
| +228% | +$247K | 0.01% | 542 |
|
|
2024
Q3 | $107K | Buy |
172
+1
| +0.6% | +$621 | ﹤0.01% | 870 |
|
|
2024
Q2 | $112K | Sell |
171
-164
| -49% | -$108K | ﹤0.01% | 827 |
|
|
2024
Q1 | $218K | Buy |
335
+245
| +272% | +$159K | 0.01% | 686 |
|
|
2023
Q4 | $56.3K | Hold |
90
| – | – | ﹤0.01% | 711 |
|
|
2023
Q3 | $46K | Sell |
90
-3
| -3% | -$1.53K | ﹤0.01% | 775 |
|
|
2023
Q2 | $42.6K | Hold |
93
| – | – | ﹤0.01% | 802 |
|
|
2023
Q1 | $41.5K | Buy |
93
+85
| +1,063% | +$37.9K | ﹤0.01% | 822 |
|
|
2022
Q4 | $3.11K | Hold |
8
| – | – | ﹤0.01% | 1010 |
|
|
2022
Q3 | $3K | Hold |
8
| – | – | ﹤0.01% | 987 |
|
|
2022
Q2 | $3K | Hold |
8
| – | – | ﹤0.01% | 914 |
|
|
2022
Q1 | $3K | Hold |
8
| – | – | ﹤0.01% | 951 |
|
|
2021
Q4 | $5K | Hold |
8
| – | – | ﹤0.01% | 885 |
|
|
2021
Q3 | $4K | Hold |
8
| – | – | ﹤0.01% | 875 |
|
|
2021
Q2 | $3K | Sell |
8
-75
| -90% | -$28.1K | ﹤0.01% | 865 |
|
|
2021
Q1 | $31K | Buy |
83
+1
| +1% | +$373 | ﹤0.01% | 571 |
|
|
2020
Q4 | $31K | Hold |
82
| – | – | ﹤0.01% | 544 |
|
|
2020
Q3 | $26K | Hold |
82
| – | – | ﹤0.01% | 563 |
|
|
2020
Q2 | $24K | Hold |
82
| – | – | ﹤0.01% | 549 |
|
|
2020
Q1 | $18K | Buy |
82
+75
| +1,071% | +$16.5K | ﹤0.01% | 520 |
|
|
2019
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 752 |
|
|
2019
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 724 |
|
|
2019
Q2 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 726 |
|
|
2018
Q2 | – | Sell |
-6
| Closed | -$1K | – | 821 |
|
|
2018
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 738 |
|
|
2017
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 742 |
|
|
2016
Q3 | – | Sell |
-30
| Closed | -$3K | – | 483 |
|
|
2016
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 399 |
|
|
2016
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 417 |
|
|
2015
Q4 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 393 |
|