BEI
Benjamin Edwards Inc’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.4M | Buy |
66,520
+1,979
| +3% | +$1.56M | 0.67% | 40 |
|
|
2025
Q1 | $39.6M | Buy |
64,541
+8,995
| +16% | +$5.52M | 0.55% | 56 |
|
|
2024
Q4 | $34.9M | Buy |
55,546
+1,292
| +2% | +$812K | 0.5% | 55 |
|
|
2024
Q3 | $33.7M | Buy |
54,254
+51,787
| +2,099% | +$32.2M | 0.49% | 55 |
|
|
2024
Q2 | $1.62M | Buy |
2,467
+22
| +0.9% | +$14.5K | 0.31% | 85 |
|
|
2024
Q1 | $1.59M | Buy |
2,445
+155
| +7% | +$101K | 0.32% | 88 |
|
|
2023
Q4 | $1.43M | Buy |
2,290
+6
| +0.3% | +$3.75K | 0.31% | 94 |
|
|
2023
Q3 | $1.17M | Sell |
2,284
-20
| -0.9% | -$10.2K | 0.28% | 108 |
|
|
2023
Q2 | $1.06M | Buy |
2,304
+38
| +2% | +$17.4K | 0.25% | 120 |
|
|
2023
Q1 | $1.01M | Buy |
2,266
+176
| +8% | +$78.4K | 0.25% | 115 |
|
|
2022
Q4 | $813K | Buy |
2,090
+20
| +1% | +$7.78K | 0.21% | 137 |
|
|
2022
Q3 | $802K | Sell |
2,070
-25
| -1% | -$9.69K | 0.24% | 126 |
|
|
2022
Q2 | $808K | Buy |
2,095
+43
| +2% | +$16.6K | 0.24% | 125 |
|
|
2022
Q1 | $987K | Buy |
2,052
+254
| +14% | +$122K | 0.29% | 103 |
|
|
2021
Q4 | $1.16M | Buy |
1,798
+1
| +0.1% | +$643 | 0.37% | 76 |
|
|
2021
Q3 | $970K | Sell |
1,797
-469
| -21% | -$253K | 0.59% | 58 |
|
|
2021
Q2 | $1.11M | Buy |
2,266
+4
| +0.2% | +$1.96K | 0.76% | 35 |
|
|
2021
Q1 | $866K | Buy |
2,262
+38
| +2% | +$14.5K | 0.66% | 55 |
|
|
2020
Q4 | $845K | Buy |
2,224
+153
| +7% | +$58.1K | 0.66% | 56 |
|
|
2020
Q3 | $676K | Buy |
+2,071
| New | +$676K | 0.56% | 65 |
|