EA
Ellsworth Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,078
| Closed | -$5.71M | – | 191 |
|
|
2024
Q4 | $5.71M | Sell |
9,078
-134
| -1% | -$84.2K | 1.5% | 19 |
|
|
2024
Q3 | $5.72M | Sell |
9,212
-456
| -5% | -$283K | 1.48% | 21 |
|
|
2024
Q2 | $6.35M | Buy |
9,668
+128
| +1% | +$84.1K | 1.77% | 8 |
|
|
2024
Q1 | $5.93M | Sell |
9,540
-12
| -0.1% | -$7.45K | 1.7% | 9 |
|
|
2023
Q4 | $5.97M | Buy |
9,552
+150
| +2% | +$93.8K | 1.89% | 8 |
|
|
2023
Q3 | $4.9M | Buy |
9,402
+220
| +2% | +$115K | 1.74% | 9 |
|
|
2023
Q2 | $4.21M | Buy |
9,182
+57
| +0.6% | +$26.1K | 1.45% | 19 |
|
|
2023
Q1 | $4.07M | Buy |
+9,125
| New | +$4.07M | 1.43% | 25 |
|