EverSource Wealth Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
1,285
+434
| +51% | +$342K | 0.05% | 274 |
|
|
2025
Q1 | $523K | Buy |
851
+250
| +42% | +$154K | 0.03% | 374 |
|
|
2024
Q4 | $378K | Buy |
601
+51
| +9% | +$32.1K | 0.02% | 441 |
|
|
2024
Q3 | $342K | Buy |
550
+25
| +5% | +$15.5K | 0.02% | 413 |
|
|
2024
Q2 | $340K | Buy |
525
+68
| +15% | +$44K | 0.02% | 408 |
|
|
2024
Q1 | $286K | Buy |
457
+8
| +2% | +$5.01K | 0.02% | 389 |
|
|
2023
Q4 | $281K | Buy |
449
+16
| +4% | +$10K | 0.03% | 358 |
|
|
2023
Q3 | $221K | Buy |
433
+31
| +8% | +$15.9K | 0.02% | 378 |
|
|
2023
Q2 | $184K | Sell |
402
-224
| -36% | -$103K | 0.02% | 414 |
|
|
2023
Q1 | $279K | Buy |
626
+78
| +14% | +$34.8K | 0.03% | 315 |
|
|
2022
Q4 | $213K | Sell |
548
-131
| -19% | -$51K | 0.03% | 345 |
|
|
2022
Q3 | $264K | Buy |
679
+201
| +42% | +$78.2K | 0.06% | 257 |
|
|
2022
Q2 | $184K | Buy |
478
+296
| +163% | +$114K | 0.05% | 267 |
|
|
2022
Q1 | $87K | Buy |
182
+98
| +117% | +$46.8K | 0.02% | 357 |
|
|
2021
Q4 | $54K | Buy |
+84
| New | +$54K | 0.02% | 415 |
|