EHWM
Eads & Heald Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Sell |
2,871
-2
| -0.1% | -$1.58K | 1.12% | 28 |
|
|
2025
Q1 | $1.76M | Buy |
2,873
+112
| +4% | +$68.8K | 0.9% | 50 |
|
|
2024
Q4 | $1.74M | Buy |
2,761
+20
| +0.7% | +$12.6K | 0.85% | 49 |
|
|
2024
Q3 | $1.7M | Sell |
2,741
-52
| -2% | -$32.3K | 0.81% | 52 |
|
|
2024
Q2 | $1.84M | Sell |
2,793
-147
| -5% | -$96.6K | 0.89% | 51 |
|
|
2024
Q1 | $1.91M | Sell |
2,940
-47
| -2% | -$30.6K | 0.89% | 48 |
|
|
2023
Q4 | $1.87M | Sell |
2,987
-51
| -2% | -$31.9K | 0.9% | 48 |
|
|
2023
Q3 | $1.55M | Sell |
3,038
-131
| -4% | -$66.9K | 0.81% | 58 |
|
|
2023
Q2 | $1.45M | Sell |
3,169
-193
| -6% | -$88.4K | 0.71% | 72 |
|
|
2023
Q1 | $1.5M | Sell |
3,362
-57
| -2% | -$25.4K | 0.74% | 67 |
|
|
2022
Q4 | $1.33M | Buy |
3,419
+18
| +0.5% | +$7.01K | 0.68% | 70 |
|
|
2022
Q3 | $1.32M | Buy |
3,401
+17
| +0.5% | +$6.58K | 0.75% | 61 |
|
|
2022
Q2 | $1.3M | Sell |
3,384
-18
| -0.5% | -$6.94K | 0.7% | 64 |
|
|
2022
Q1 | $1.64M | Sell |
3,402
-12
| -0.4% | -$5.77K | 0.76% | 60 |
|
|
2021
Q4 | $2.2M | Sell |
3,414
-334
| -9% | -$215K | 0.95% | 47 |
|
|
2021
Q3 | $2.02M | Sell |
3,748
-252
| -6% | -$136K | 0.98% | 44 |
|
|
2021
Q2 | $1.96M | Sell |
4,000
-498
| -11% | -$244K | 0.96% | 48 |
|
|
2021
Q1 | $1.72M | Sell |
4,498
-82
| -2% | -$31.4K | 0.88% | 56 |
|
|
2020
Q4 | $1.74M | Sell |
4,580
-177
| -4% | -$67.2K | 0.94% | 49 |
|
|
2020
Q3 | $1.55M | Sell |
4,757
-1
| -0% | -$326 | 0.93% | 52 |
|
|
2020
Q2 | $1.41M | Buy |
4,758
+85
| +2% | +$25.2K | 0.86% | 59 |
|
|
2020
Q1 | $1.08M | Sell |
4,673
-200
| -4% | -$46K | 0.76% | 63 |
|
|
2019
Q4 | $1.28M | Sell |
4,873
-130
| -3% | -$34K | 0.67% | 69 |
|
|
2019
Q3 | $1.33M | Buy |
5,003
+94
| +2% | +$25K | 0.74% | 63 |
|
|
2019
Q2 | $1.28M | Buy |
4,909
+772
| +19% | +$202K | 0.73% | 66 |
|
|
2019
Q1 | $1.08M | Sell |
4,137
-423
| -9% | -$111K | 0.63% | 71 |
|
|
2018
Q4 | $898K | Sell |
4,560
-90
| -2% | -$17.7K | 0.6% | 74 |
|
|
2018
Q3 | $1.06M | Sell |
4,650
-245
| -5% | -$55.7K | 0.61% | 75 |
|
|
2018
Q2 | $1M | Sell |
4,895
-819
| -14% | -$167K | 0.62% | 75 |
|
|
2018
Q1 | $991K | Sell |
5,714
-790
| -12% | -$137K | 0.63% | 78 |
|
|
2017
Q4 | $1.03M | Sell |
6,504
-150
| -2% | -$23.7K | 0.6% | 80 |
|
|
2017
Q3 | $946K | Buy |
6,654
+95
| +1% | +$13.5K | 0.59% | 82 |
|
|
2017
Q2 | $871K | Sell |
6,559
-360
| -5% | -$47.8K | 0.56% | 84 |
|
|
2017
Q1 | $803K | Sell |
6,919
-385
| -5% | -$44.7K | 0.52% | 86 |
|
|
2016
Q4 | $837K | Sell |
7,304
-100
| -1% | -$11.5K | 0.57% | 79 |
|
|
2016
Q3 | $815K | Sell |
7,404
-37
| -0.5% | -$4.07K | 0.56% | 79 |
|
|
2016
Q2 | $830K | Sell |
7,441
-321
| -4% | -$35.8K | 0.57% | 78 |
|
|
2016
Q1 | $807K | Sell |
7,762
-510
| -6% | -$53K | 0.56% | 79 |
|
|
2015
Q4 | $798K | Buy |
8,272
+95
| +1% | +$9.17K | 0.55% | 79 |
|
|
2015
Q3 | $726K | Sell |
8,177
-330
| -4% | -$29.3K | 0.52% | 82 |
|
|
2015
Q2 | $857K | Sell |
8,507
-454
| -5% | -$45.7K | 0.56% | 81 |
|
|
2015
Q1 | $869K | Sell |
8,961
-1,205
| -12% | -$117K | 0.56% | 81 |
|
|
2014
Q4 | $937K | Sell |
10,166
-269
| -3% | -$24.8K | 0.6% | 75 |
|
|
2014
Q3 | $915K | Sell |
10,435
-1,135
| -10% | -$99.5K | 0.62% | 73 |
|
|
2014
Q2 | $932K | Sell |
11,570
-480
| -4% | -$38.7K | 0.62% | 71 |
|
|
2014
Q1 | $937K | Sell |
12,050
-465
| -4% | -$36.2K | 0.62% | 75 |
|
|
2013
Q4 | $955K | Sell |
12,515
-245
| -2% | -$18.7K | 0.63% | 72 |
|
|
2013
Q3 | $846K | Sell |
12,760
-1,500
| -11% | -$99.5K | 0.6% | 73 |
|
|
2013
Q2 | $870K | Buy |
+14,260
| New | +$870K | 0.62% | 76 |
|