EWA
Exencial Wealth Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $719K | Buy |
913
+42
| +5% | +$33.1K | 0.03% | 330 |
|
|
2025
Q1 | $535K | Buy |
871
+54
| +7% | +$33.2K | 0.02% | 354 |
|
|
2024
Q4 | $514K | Sell |
817
-37
| -4% | -$23.3K | 0.02% | 351 |
|
|
2024
Q3 | $530K | Sell |
854
-171
| -17% | -$106K | 0.02% | 346 |
|
|
2024
Q2 | $674K | Sell |
1,025
-78
| -7% | -$51.3K | 0.03% | 313 |
|
|
2024
Q1 | $717K | Sell |
1,103
-30
| -3% | -$19.5K | 0.03% | 308 |
|
|
2023
Q4 | $708K | Sell |
1,133
-631
| -36% | -$394K | 0.03% | 292 |
|
|
2023
Q3 | $901K | Sell |
1,764
-4
| -0.2% | -$2.04K | 0.04% | 239 |
|
|
2023
Q2 | $810K | Sell |
1,768
-319
| -15% | -$146K | 0.04% | 246 |
|
|
2023
Q1 | $931K | Sell |
2,087
-9,533
| -82% | -$4.25M | 0.05% | 223 |
|
|
2022
Q4 | $4.52M | Sell |
11,620
-11,167
| -49% | -$4.35M | 0.24% | 113 |
|
|
2022
Q3 | $8.83M | Buy |
22,787
+300
| +1% | +$116K | 0.53% | 54 |
|
|
2022
Q2 | $8.67M | Buy |
22,487
+1,250
| +6% | +$482K | 0.49% | 60 |
|
|
2022
Q1 | $10.2M | Buy |
21,237
+119
| +0.6% | +$57.2K | 0.51% | 61 |
|
|
2021
Q4 | $13.6M | Sell |
21,118
-7,440
| -26% | -$4.79M | 0.66% | 34 |
|
|
2021
Q3 | $15.4M | Buy |
28,558
+6,584
| +30% | +$3.55M | 0.67% | 25 |
|
|
2021
Q2 | $10.8M | Sell |
21,974
-257
| -1% | -$126K | 0.58% | 44 |
|
|
2021
Q1 | $8.52M | Buy |
22,231
+1,870
| +9% | +$716K | 0.5% | 61 |
|
|
2020
Q4 | $7.73M | Buy |
20,361
+2,152
| +12% | +$817K | 0.53% | 56 |
|
|
2020
Q3 | $5.94M | Buy |
18,209
+592
| +3% | +$193K | 0.31% | 97 |
|
|
2020
Q2 | $5.22M | Buy |
17,617
+1,532
| +10% | +$454K | 0.45% | 71 |
|
|
2020
Q1 | $3.7M | Buy |
16,085
+1,554
| +11% | +$357K | 0.66% | 52 |
|
|
2019
Q4 | $3.81M | Buy |
14,531
+396
| +3% | +$104K | 0.66% | 60 |
|
|
2019
Q3 | $3.76M | Sell |
14,135
-1,455
| -9% | -$387K | 0.81% | 42 |
|
|
2019
Q2 | $4.07M | Sell |
15,590
-335
| -2% | -$87.5K | 0.95% | 36 |
|
|
2019
Q1 | $4.16M | Sell |
15,925
-456
| -3% | -$119K | 0.99% | 35 |
|
|
2018
Q4 | $3.23M | Buy |
16,381
+77
| +0.5% | +$15.2K | 0.87% | 39 |
|
|
2018
Q3 | $3.71M | Sell |
16,304
-2,129
| -12% | -$484K | 0.86% | 38 |
|
|
2018
Q2 | $3.77M | Sell |
18,433
-1,007
| -5% | -$206K | 1.05% | 34 |
|
|
2018
Q1 | $3.37M | Sell |
19,440
-783
| -4% | -$136K | 1% | 36 |
|
|
2017
Q4 | $3.19M | Sell |
20,223
-867
| -4% | -$137K | 0.96% | 38 |
|
|
2017
Q3 | $3M | Buy |
21,090
+593
| +3% | +$84.3K | 0.99% | 41 |
|
|
2017
Q2 | $2.72M | Buy |
20,497
+51
| +0.2% | +$6.77K | 1.11% | 36 |
|
|
2017
Q1 | $2.43M | Sell |
20,446
-860
| -4% | -$102K | 1.05% | 36 |
|
|
2016
Q4 | $2.44M | Buy |
21,306
+1,449
| +7% | +$166K | 1.03% | 37 |
|
|
2016
Q3 | $2.16M | Sell |
19,857
-76
| -0.4% | -$8.26K | 0.96% | 42 |
|
|
2016
Q2 | $2.23M | Buy |
19,933
+1,041
| +6% | +$116K | 1% | 42 |
|
|
2016
Q1 | $1.97M | Sell |
18,892
-976
| -5% | -$102K | 0.93% | 50 |
|
|
2015
Q4 | $1.87M | Buy |
19,868
+850
| +4% | +$79.9K | 0.93% | 46 |
|
|
2015
Q3 | $1.69M | Buy |
19,018
+1,247
| +7% | +$111K | 0.83% | 47 |
|
|
2015
Q2 | $1.91M | Sell |
17,771
-1,325
| -7% | -$142K | 1.21% | 31 |
|
|
2015
Q1 | $1.86M | Sell |
19,096
-650
| -3% | -$63.3K | 0.78% | 53 |
|
|
2014
Q4 | $1.74M | Sell |
19,746
-58
| -0.3% | -$5.1K | 0.77% | 53 |
|
|
2014
Q3 | $1.74M | Sell |
19,804
-115
| -0.6% | -$10.1K | 0.77% | 51 |
|
|
2014
Q2 | $1.62M | Buy |
19,919
+521
| +3% | +$42.2K | 0.69% | 56 |
|
|
2014
Q1 | $1.44M | Buy |
19,398
+230
| +1% | +$17.1K | 0.6% | 62 |
|
|
2013
Q4 | $1.45M | Sell |
19,168
-1,759
| -8% | -$133K | 0.66% | 56 |
|
|
2013
Q3 | $1.5M | Buy |
20,927
+765
| +4% | +$54.9K | 0.7% | 55 |
|
|
2013
Q2 | $1.31M | Buy |
+20,162
| New | +$1.31M | 0.65% | 55 |
|