EI
Ellevest Inc’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
1,786
+74
| +4% | +$58.3K | 0.22% | 66 |
|
|
2025
Q1 | $1.05M | Sell |
1,712
-143
| -8% | -$87.8K | 0.07% | 96 |
|
|
2024
Q4 | $1.17M | Sell |
1,855
-65
| -3% | -$40.9K | 0.07% | 93 |
|
|
2024
Q3 | $1.19M | Sell |
1,920
-69
| -3% | -$42.8K | 0.07% | 90 |
|
|
2024
Q2 | $1.31M | Buy |
1,989
+130
| +7% | +$85.4K | 0.08% | 73 |
|
|
2024
Q1 | $1.21M | Buy |
1,859
+15
| +0.8% | +$9.75K | 0.08% | 78 |
|
|
2023
Q4 | $1.15M | Buy |
1,844
+37
| +2% | +$23.1K | 0.08% | 73 |
|
|
2023
Q3 | $923K | Sell |
1,807
-53
| -3% | -$27.1K | 0.07% | 73 |
|
|
2023
Q2 | $852K | Buy |
1,860
+161
| +9% | +$73.8K | 0.06% | 75 |
|
|
2023
Q1 | $757K | Buy |
1,699
+413
| +32% | +$184K | 0.06% | 79 |
|
|
2022
Q4 | $501K | Sell |
1,286
-238
| -16% | -$92.6K | 0.04% | 122 |
|
|
2022
Q3 | $590K | Buy |
1,524
+495
| +48% | +$192K | 0.06% | 88 |
|
|
2022
Q2 | $397K | Buy |
1,029
+100
| +11% | +$38.6K | 0.04% | 138 |
|
|
2022
Q1 | $447K | Buy |
929
+183
| +25% | +$88.1K | 0.04% | 147 |
|
|
2021
Q4 | $480K | Sell |
746
-1
| -0.1% | -$643 | 0.04% | 112 |
|
|
2021
Q3 | $403K | Buy |
747
+22
| +3% | +$11.9K | 0.04% | 123 |
|
|
2021
Q2 | $355K | Buy |
725
+170
| +31% | +$83.2K | 0.04% | 129 |
|
|
2021
Q1 | $213K | Sell |
555
-14
| -2% | -$5.37K | 0.03% | 212 |
|
|
2020
Q4 | $216K | Buy |
569
+188
| +49% | +$71.4K | 0.03% | 151 |
|
|
2020
Q3 | $124K | Sell |
381
-2
| -0.5% | -$651 | 0.02% | 201 |
|
|
2020
Q2 | $113K | Buy |
383
+140
| +58% | +$41.3K | 0.02% | 181 |
|
|
2020
Q1 | $56K | Buy |
243
+31
| +15% | +$7.14K | 0.02% | 211 |
|
|
2019
Q4 | $56K | Buy |
212
+119
| +128% | +$31.4K | 0.02% | 167 |
|
|
2019
Q3 | $25K | Buy |
93
+6
| +7% | +$1.61K | 0.01% | 167 |
|
|
2019
Q2 | $23K | Buy |
87
+65
| +295% | +$17.2K | 0.01% | 188 |
|
|
2019
Q1 | $6K | Hold |
22
| – | – | ﹤0.01% | 224 |
|
|
2018
Q4 | $4K | Buy |
+22
| New | +$4K | ﹤0.01% | 443 |
|