EAM
EFG Asset Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,413
| Closed | -$2.77M | – | 186 |
|
|
2024
Q4 | $2.77M | Sell |
4,413
-1,839
| -29% | -$1.16M | 0.38% | 112 |
|
|
2024
Q3 | $3.88M | Buy |
6,252
+1,114
| +22% | +$692K | 0.65% | 35 |
|
|
2024
Q2 | $3.38M | Sell |
5,138
-899
| -15% | -$591K | 0.59% | 50 |
|
|
2024
Q1 | $3.92M | Sell |
6,037
-1,390
| -19% | -$903K | 0.68% | 40 |
|
|
2023
Q4 | $4.64M | Buy |
7,427
+3,831
| +107% | +$2.4M | 0.88% | 25 |
|
|
2023
Q3 | $1.84M | Sell |
3,596
-139
| -4% | -$71K | 0.44% | 76 |
|
|
2023
Q2 | $1.71M | Sell |
3,735
-924
| -20% | -$423K | 0.37% | 93 |
|
|
2023
Q1 | $2.08M | Sell |
4,659
-163
| -3% | -$72.6K | 0.46% | 70 |
|
|
2022
Q4 | $1.88M | Buy |
4,822
+325
| +7% | +$127K | 0.42% | 81 |
|
|
2022
Q3 | $1.74M | Buy |
4,497
+85
| +2% | +$32.9K | 0.4% | 90 |
|
|
2022
Q2 | $1.7M | Sell |
4,412
-1,498
| -25% | -$578K | 0.36% | 90 |
|
|
2022
Q1 | $2.84M | Sell |
5,910
-2
| -0% | -$961 | 0.43% | 69 |
|
|
2021
Q4 | $3.8M | Buy |
+5,912
| New | +$3.8M | 0.5% | 58 |
|