EP Wealth Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.41M | Sell |
6,872
-1,239
| -15% | -$976K | 0.04% | 253 |
|
|
2025
Q1 | $4.98M | Sell |
8,111
-82
| -1% | -$50.4K | 0.04% | 221 |
|
|
2024
Q4 | $5.15M | Sell |
8,193
-1,794
| -18% | -$1.13M | 0.04% | 212 |
|
|
2024
Q3 | $6.2M | Buy |
9,987
+4,422
| +79% | +$2.75M | 0.05% | 198 |
|
|
2024
Q2 | $3.66M | Sell |
5,565
-298
| -5% | -$196K | 0.04% | 210 |
|
|
2024
Q1 | $3.81M | Buy |
5,863
+576
| +11% | +$374K | 0.04% | 199 |
|
|
2023
Q4 | $3.3M | Buy |
5,287
+356
| +7% | +$222K | 0.04% | 205 |
|
|
2023
Q3 | $2.52M | Sell |
4,931
-10,467
| -68% | -$5.35M | 0.04% | 217 |
|
|
2023
Q2 | $1.84M | Sell |
15,398
-64,713
| -81% | -$7.72M | 0.03% | 249 |
|
|
2023
Q1 | $2.62M | Buy |
80,111
+76,709
| +2,255% | +$2.51M | 0.05% | 205 |
|
|
2022
Q4 | $1.32M | Buy |
+3,402
| New | +$1.32M | 0.02% | 249 |
|
|
2022
Q3 | – | Sell |
-5,055
| Closed | -$1.95M | – | 471 |
|
|
2022
Q2 | $1.95M | Buy |
5,055
+1,605
| +47% | +$619K | 0.04% | 201 |
|
|
2022
Q1 | $1.66M | Buy |
3,450
+404
| +13% | +$194K | 0.04% | 216 |
|
|
2021
Q4 | $1.96M | Sell |
3,046
-455
| -13% | -$293K | 0.05% | 186 |
|
|
2021
Q3 | $1.89M | Buy |
3,501
+1,599
| +84% | +$863K | 0.05% | 175 |
|
|
2021
Q2 | $932K | Buy |
1,902
+74
| +4% | +$36.3K | 0.03% | 250 |
|
|
2021
Q1 | $700K | Buy |
1,828
+279
| +18% | +$107K | 0.02% | 273 |
|
|
2020
Q4 | $588K | Buy |
1,549
+375
| +32% | +$142K | 0.02% | 241 |
|
|
2020
Q3 | $383K | Sell |
1,174
-57
| -5% | -$18.6K | 0.02% | 261 |
|
|
2020
Q2 | $365K | Buy |
1,231
+159
| +15% | +$47.1K | 0.02% | 288 |
|
|
2020
Q1 | $247K | Sell |
1,072
-121
| -10% | -$27.9K | 0.01% | 328 |
|
|
2019
Q4 | $312K | Buy |
1,193
+153
| +15% | +$40K | 0.01% | 324 |
|
|
2019
Q3 | $277K | Sell |
1,040
-29
| -3% | -$7.72K | 0.01% | 290 |
|
|
2019
Q2 | $279K | Sell |
1,069
-42
| -4% | -$11K | 0.02% | 248 |
|
|
2019
Q1 | $290K | Buy |
+1,111
| New | +$290K | 0.03% | 206 |
|
|
2018
Q4 | – | Sell |
-1,006
| Closed | -$229K | – | 282 |
|
|
2018
Q3 | $229K | Buy |
+1,006
| New | +$229K | 0.02% | 253 |
|