BBA
Braun-Bostich & Associates’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Sell |
339
-2
| -0.6% | -$1.58K | 0.18% | 93 |
|
|
2025
Q1 | $209K | Sell |
341
-32
| -9% | -$19.6K | 0.15% | 107 |
|
|
2024
Q4 | $234K | Sell |
373
-25
| -6% | -$15.7K | 0.17% | 94 |
|
|
2024
Q3 | $247K | Buy |
398
+46
| +13% | +$28.6K | 0.17% | 96 |
|
|
2024
Q2 | $231K | Sell |
352
-303
| -46% | -$199K | 0.17% | 95 |
|
|
2024
Q1 | $426K | Sell |
655
-294
| -31% | -$191K | 0.36% | 71 |
|
|
2023
Q4 | $593K | Sell |
949
-1
| -0.1% | -$625 | 0.54% | 48 |
|
|
2023
Q3 | $485K | Buy |
+950
| New | +$485K | 0.91% | 20 |
|
|
2020
Q4 | – | Sell |
-991
| Closed | -$323K | – | 134 |
|
|
2020
Q3 | $323K | Buy |
991
+968
| +4,209% | +$316K | 0.32% | 45 |
|
|
2020
Q2 | $7K | Buy |
+23
| New | +$7K | 0.01% | 243 |
|