EA
Everpar Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $727K | Buy |
923
+101
| +12% | +$79.6K | 0.33% | 66 |
|
|
2025
Q1 | $505K | Buy |
822
+72
| +10% | +$44.2K | 0.27% | 98 |
|
|
2024
Q4 | $471K | Sell |
750
-134
| -15% | -$84.2K | 0.24% | 116 |
|
|
2024
Q3 | $549K | Buy |
884
+19
| +2% | +$11.8K | 0.28% | 101 |
|
|
2024
Q2 | $568K | Buy |
865
+29
| +3% | +$19.1K | 0.28% | 103 |
|
|
2024
Q1 | $543K | Sell |
836
-415
| -33% | -$270K | 0.33% | 87 |
|
|
2023
Q4 | $782K | Buy |
+1,251
| New | +$782K | 0.36% | 96 |
|