BRWA
B. Riley Wealth Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $671K | Buy |
+852
| New | +$671K | 0.03% | 427 |
|
|
2024
Q4 | $488K | Sell |
777
-1,755
| -69% | -$1.1M | 0.02% | 706 |
|
|
2024
Q3 | $1.55M | Sell |
2,532
-47
| -2% | -$28.8K | 0.04% | 386 |
|
|
2024
Q2 | $1.69M | Sell |
2,579
-53
| -2% | -$34.8K | 0.04% | 386 |
|
|
2024
Q1 | $1.34M | Sell |
2,632
-127
| -5% | -$64.9K | 0.04% | 443 |
|
|
2023
Q4 | $1.72M | Buy |
2,759
+127
| +5% | +$79.4K | 0.05% | 392 |
|
|
2023
Q3 | $1.34M | Sell |
2,632
-842
| -24% | -$430K | 0.04% | 443 |
|
|
2023
Q2 | $1.59M | Sell |
3,474
-555
| -14% | -$254K | 0.04% | 433 |
|
|
2023
Q1 | $1.8M | Sell |
4,029
-3,780
| -48% | -$1.69M | 0.05% | 376 |
|
|
2022
Q4 | $3.04M | Sell |
7,809
-1,176
| -13% | -$458K | 0.09% | 242 |
|
|
2022
Q3 | $3.48M | Buy |
8,985
+360
| +4% | +$139K | 0.11% | 202 |
|
|
2022
Q2 | $3.33M | Buy |
8,625
+168
| +2% | +$64.8K | 0.14% | 154 |
|
|
2022
Q1 | $4.07M | Sell |
8,457
-799
| -9% | -$384K | 0.13% | 167 |
|
|
2021
Q4 | $5.95M | Buy |
9,256
+395
| +4% | +$254K | 0.17% | 125 |
|
|
2021
Q3 | $4.72M | Buy |
8,861
+1,282
| +17% | +$683K | 0.15% | 153 |
|
|
2021
Q2 | $3.58M | Buy |
7,579
+763
| +11% | +$360K | 0.12% | 201 |
|
|
2021
Q1 | $2.61M | Sell |
6,816
-672
| -9% | -$257K | 0.09% | 251 |
|
|
2020
Q4 | $2.85M | Buy |
7,488
+241
| +3% | +$91.6K | 0.15% | 153 |
|
|
2020
Q3 | $2.34M | Buy |
7,247
+111
| +2% | +$35.9K | 0.12% | 175 |
|
|
2020
Q2 | $2.12M | Sell |
7,136
-537
| -7% | -$159K | 0.14% | 162 |
|
|
2020
Q1 | $1.77M | Buy |
7,673
+3,009
| +65% | +$693K | 0.15% | 146 |
|
|
2019
Q4 | $1.22M | Buy |
4,664
+593
| +15% | +$155K | 0.1% | 211 |
|
|
2019
Q3 | $1.08M | Buy |
4,071
+1,536
| +61% | +$409K | 0.11% | 212 |
|
|
2019
Q2 | $664K | Buy |
2,535
+408
| +19% | +$107K | 0.07% | 283 |
|
|
2019
Q1 | $556K | Buy |
2,127
+115
| +6% | +$30.1K | 0.07% | 302 |
|
|
2018
Q4 | $397K | Sell |
2,012
-174
| -8% | -$34.3K | 0.06% | 365 |
|
|
2018
Q3 | $498K | Sell |
2,186
-303
| -12% | -$69K | 0.06% | 351 |
|
|
2018
Q2 | $509K | Buy |
+2,489
| New | +$509K | 0.07% | 317 |
|
|
2015
Q1 | – | Sell |
-662
| Closed | -$61 | – | 1253 |
|
|
2014
Q4 | $61 | Buy |
+662
| New | +$61 | ﹤0.01% | 1987 |
|
|
2014
Q3 | – | Sell |
-560
| Closed | -$45.1K | – | 1257 |
|
|
2014
Q2 | $45.1K | Buy |
+560
| New | +$45.1K | 0.01% | 1079 |
|
|
2013
Q3 | – | Sell |
-2,650
| Closed | -$162K | – | 706 |
|
|
2013
Q2 | $162K | Buy |
+2,650
| New | +$162K | 0.06% | 404 |
|