Financial Architects (New Jersey)’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	$284K	Hold	619	–	–	0.04%	270
2023 Q1	$276K	Sell	619 -102	-14%	-$45.5K	0.04%	270
2022 Q4	$281K	Sell	721 -1	-0.1%	-$389	0.05%	271
2022 Q3	$280K	Buy	+722	New	+$280K	0.05%	258
2022 Q2	–	Sell	-682	Closed	-$328K	–	132
2022 Q1	$328K	Buy	682 +1	+0.1%	+$481	0.05%	254
2021 Q4	$438K	Buy	681 +64	+10%	+$41.2K	0.06%	220
2021 Q3	$333K	Hold	617	–	–	0.05%	249
2021 Q2	$302K	Hold	617	–	–	0.04%	269
2021 Q1	$236K	Hold	617	–	–	0.04%	293
2020 Q4	$234K	Hold	617	–	–	0.04%	265
2020 Q3	$201K	Hold	617	–	–	0.04%	262
2020 Q2	$183K	Hold	617	–	–	0.04%	257
2020 Q1	$142K	Hold	617	–	–	0.04%	261
2019 Q4	$162K	Hold	617	–	–	0.04%	266
2019 Q3	$164K	Hold	617	–	–	0.04%	258
2019 Q2	$161K	Hold	617	–	–	0.03%	267
2019 Q1	$161K	Hold	617	–	–	0.03%	329
2018 Q4	$121K	Hold	617	–	–	0.02%	334
2018 Q3	$140K	Hold	617	–	–	0.02%	336
2018 Q2	$126K	Buy	617 +17	+3%	+$3.47K	0.02%	366
2018 Q1	$104K	Hold	600	–	–	0.02%	403
2017 Q4	$95K	Hold	600	–	–	0.02%	448
2017 Q3	$85K	Hold	600	–	–	0.02%	481
2017 Q2	$80K	Hold	600	–	–	0.01%	478
2017 Q1	$70K	Sell	600 -19	-3%	-$2.22K	0.01%	512
2016 Q4	$71K	Sell	619 -57	-8%	-$6.54K	0.02%	472
2016 Q3	$74K	Sell	676 -25	-4%	-$2.74K	0.02%	463
2016 Q2	$78K	Sell	701 -68	-9%	-$7.57K	0.02%	425
2016 Q1	$80K	Buy	+769	New	+$80K	0.03%	319
2015 Q3	–	Sell	-600	Closed	-$60K	–	530
2015 Q2	$60K	Hold	600	–	–	0.02%	397
2015 Q1	$58K	Hold	600	–	–	0.02%	380
2014 Q4	$55K	Buy	+600	New	+$55K	0.02%	333