AWM
Axxcess Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.32M | Buy |
8,025
+563
| +8% | +$443K | 0.15% | 123 |
|
|
2025
Q1 | $4.58M | Sell |
7,462
-1,264
| -14% | -$776K | 0.12% | 143 |
|
|
2024
Q4 | $5.48M | Sell |
8,726
-2,760
| -24% | -$1.73M | 0.13% | 130 |
|
|
2024
Q3 | $7.13M | Sell |
11,486
-576
| -5% | -$358K | 0.18% | 102 |
|
|
2024
Q2 | $7.93M | Buy |
12,062
+5,554
| +85% | +$3.65M | 0.21% | 87 |
|
|
2024
Q1 | $4.23M | Sell |
6,508
-4,981
| -43% | -$3.24M | 0.12% | 145 |
|
|
2023
Q4 | $7.18M | Buy |
11,489
+1,155
| +11% | +$722K | 0.21% | 95 |
|
|
2023
Q3 | $5.28M | Buy |
10,334
+3,586
| +53% | +$1.83M | 0.18% | 105 |
|
|
2023
Q2 | $3.09M | Buy |
6,748
+1,726
| +34% | +$791K | 0.22% | 95 |
|
|
2023
Q1 | $2.24M | Buy |
5,022
+127
| +3% | +$56.6K | 0.17% | 122 |
|
|
2022
Q4 | $1.91M | Buy |
4,895
+771
| +19% | +$300K | 0.16% | 133 |
|
|
2022
Q3 | $1.6M | Buy |
4,124
+3,482
| +542% | +$1.35M | 0.15% | 133 |
|
|
2022
Q2 | $247K | Sell |
642
-1,581
| -71% | -$608K | 0.02% | 440 |
|
|
2022
Q1 | $1.07M | Buy |
2,223
+204
| +10% | +$98.1K | 0.08% | 202 |
|
|
2021
Q4 | $1.3M | Buy |
+2,019
| New | +$1.3M | 0.09% | 164 |
|