BFG
Berger Financial Group’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.69M | Sell |
3,421
-62
| -2% | -$48.8K | 0.17% | 110 |
|
|
2025
Q1 | $2.14M | Sell |
3,483
-44
| -1% | -$27K | 0.15% | 121 |
|
|
2024
Q4 | $2.22M | Sell |
3,527
-72
| -2% | -$45.3K | 0.15% | 120 |
|
|
2024
Q3 | $2.23M | Sell |
3,599
-208
| -5% | -$129K | 0.16% | 114 |
|
|
2024
Q2 | $2.5M | Sell |
3,807
-69
| -2% | -$45.4K | 0.2% | 104 |
|
|
2024
Q1 | $2.52M | Sell |
3,876
-74
| -2% | -$48.1K | 0.21% | 102 |
|
|
2023
Q4 | $2.47M | Sell |
3,950
-60
| -1% | -$37.5K | 0.26% | 92 |
|
|
2023
Q3 | $2.05M | Sell |
4,010
-167
| -4% | -$85.3K | 0.24% | 95 |
|
|
2023
Q2 | $1.91M | Sell |
4,177
-29
| -0.7% | -$13.3K | 0.22% | 95 |
|
|
2023
Q1 | $1.88M | Sell |
4,206
-122
| -3% | -$54.4K | 0.23% | 91 |
|
|
2022
Q4 | $1.68M | Sell |
4,328
-200
| -4% | -$77.8K | 0.22% | 86 |
|
|
2022
Q3 | $1.75M | Sell |
4,528
-226
| -5% | -$87.5K | 0.26% | 87 |
|
|
2022
Q2 | $1.83M | Sell |
4,754
-711
| -13% | -$274K | 0.27% | 75 |
|
|
2022
Q1 | $2.63M | Buy |
5,465
+206
| +4% | +$99.1K | 0.33% | 73 |
|
|
2021
Q4 | $3.38M | Buy |
+5,259
| New | +$3.38M | 0.45% | 70 |
|