EWM
Empirical Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Buy |
2,290
+193
| +9% | +$152K | 0.04% | 240 |
|
|
2025
Q1 | $1.29M | Sell |
2,097
-230
| -10% | -$141K | 0.03% | 266 |
|
|
2024
Q4 | $1.46M | Buy |
2,327
+65
| +3% | +$40.9K | 0.04% | 232 |
|
|
2024
Q3 | $1.4M | Buy |
2,262
+138
| +6% | +$85.7K | 0.04% | 225 |
|
|
2024
Q2 | $1.4M | Sell |
2,124
-225
| -10% | -$148K | 0.04% | 222 |
|
|
2024
Q1 | $1.53M | Sell |
2,349
-40
| -2% | -$26K | 0.05% | 208 |
|
|
2023
Q4 | $1.49M | Buy |
2,389
+105
| +5% | +$65.6K | 0.05% | 197 |
|
|
2023
Q3 | $1.17M | Buy |
2,284
+125
| +6% | +$63.9K | 0.05% | 209 |
|
|
2023
Q2 | $989K | Sell |
2,159
-75
| -3% | -$34.4K | 0.04% | 225 |
|
|
2023
Q1 | $996K | Sell |
2,234
-194
| -8% | -$86.5K | 0.04% | 218 |
|
|
2022
Q4 | $945K | Sell |
2,428
-115
| -5% | -$44.8K | 0.04% | 218 |
|
|
2022
Q3 | $985K | Sell |
2,543
-50
| -2% | -$19.4K | 0.05% | 198 |
|
|
2022
Q2 | $1M | Sell |
2,593
-260
| -9% | -$100K | 0.05% | 198 |
|
|
2022
Q1 | $1.37M | Sell |
2,853
-158
| -5% | -$76K | 0.07% | 175 |
|
|
2021
Q4 | $1.94M | Sell |
3,011
-149
| -5% | -$95.9K | 0.1% | 134 |
|
|
2021
Q3 | $1.71M | Buy |
3,160
+182
| +6% | +$98.2K | 0.1% | 129 |
|
|
2021
Q2 | $1.46M | Sell |
2,978
-88
| -3% | -$43.1K | 0.09% | 141 |
|
|
2021
Q1 | $1.17M | Sell |
3,066
-1,130
| -27% | -$433K | 0.09% | 137 |
|
|
2020
Q4 | $1.59M | Buy |
4,196
+1,102
| +36% | +$419K | 0.12% | 116 |
|
|
2020
Q3 | $1.01M | Buy |
+3,094
| New | +$1.01M | 0.09% | 137 |
|
|
2018
Q4 | – | Sell |
-1,946
| Closed | -$443K | – | 212 |
|
|
2018
Q3 | $443K | Buy |
+1,946
| New | +$443K | 0.08% | 128 |
|