EWA
Etesian Wealth Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Hold |
413
| – | – | 0.12% | 109 |
|
|
2025
Q1 | $254K | Hold |
413
| – | – | 0.11% | 125 |
|
|
2024
Q4 | $260K | Sell |
413
-11
| -3% | -$6.91K | 0.11% | 131 |
|
|
2024
Q3 | $263K | Buy |
424
+2
| +0.5% | +$1.24K | 0.12% | 130 |
|
|
2024
Q2 | $277K | Hold |
422
| – | – | 0.16% | 110 |
|
|
2024
Q1 | $274K | Sell |
422
-10
| -2% | -$6.5K | 0.16% | 103 |
|
|
2023
Q4 | $271K | Sell |
432
-90
| -17% | -$56.5K | 0.16% | 101 |
|
|
2023
Q3 | $267K | Hold |
522
| – | – | 0.18% | 99 |
|
|
2023
Q2 | $239K | Buy |
+522
| New | +$239K | 0.16% | 103 |
|