BWA
BlueSky Wealth Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $605K | Buy |
768
+2
| +0.3% | +$1.58K | 0.09% | 53 |
|
|
2025
Q1 | $470K | Hold |
766
| – | – | 0.07% | 54 |
|
|
2024
Q4 | $481K | Hold |
766
| – | – | 0.08% | 56 |
|
|
2024
Q3 | $476K | Hold |
766
| – | – | 0.07% | 56 |
|
|
2024
Q2 | $503K | Hold |
766
| – | – | 0.08% | 55 |
|
|
2024
Q1 | $498K | Hold |
766
| – | – | 0.39% | 26 |
|
|
2023
Q4 | $479K | Hold |
766
| – | – | 0.09% | 51 |
|
|
2023
Q3 | $391K | Sell |
766
-24
| -3% | -$12.3K | 0.08% | 53 |
|
|
2023
Q2 | $362K | Hold |
790
| – | – | 0.07% | 52 |
|
|
2023
Q1 | $352K | Sell |
790
-5
| -0.6% | -$2.23K | 0.07% | 52 |
|
|
2022
Q4 | $309K | Buy |
795
+12
| +2% | +$4.67K | 0.07% | 56 |
|
|
2022
Q3 | $303K | Buy |
783
+4
| +0.5% | +$1.55K | 0.07% | 55 |
|
|
2022
Q2 | $300K | Hold |
779
| – | – | 0.07% | 57 |
|
|
2022
Q1 | $375K | Buy |
779
+24
| +3% | +$11.6K | 0.07% | 54 |
|
|
2021
Q4 | $486K | Hold |
755
| – | – | 0.09% | 48 |
|
|
2021
Q3 | $407K | Hold |
755
| – | – | 0.08% | 47 |
|
|
2021
Q2 | $380K | Buy |
+755
| New | +$380K | 0.07% | 50 |
|