EWM
Evermay Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58K | Hold |
2
| – | – | ﹤0.01% | 511 |
|
|
2025
Q1 | $1.23K | Hold |
2
| – | – | ﹤0.01% | 527 |
|
|
2024
Q4 | $1.26K | Hold |
2
| – | – | ﹤0.01% | 523 |
|
|
2024
Q3 | $1.24K | Hold |
2
| – | – | ﹤0.01% | 557 |
|
|
2024
Q2 | $1.32K | Hold |
2
| – | – | ﹤0.01% | 561 |
|
|
2024
Q1 | $1.3K | Sell |
2
-3
| -60% | -$1.95K | ﹤0.01% | 558 |
|
|
2023
Q4 | $3.13K | Buy |
5
+3
| +150% | +$1.88K | ﹤0.01% | 497 |
|
|
2023
Q3 | $1.02K | Buy |
+2
| New | +$1.02K | ﹤0.01% | 526 |
|