FAFN
First Affirmative Financial Network’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $615K | Sell |
1,002
-127
| -11% | -$77.9K | 0.38% | 70 |
|
|
2024
Q4 | $710K | Sell |
1,129
-91
| -7% | -$57.2K | 0.41% | 59 |
|
|
2024
Q3 | $758K | Sell |
1,220
-57
| -4% | -$35.4K | 0.41% | 62 |
|
|
2024
Q2 | $839K | Sell |
1,277
-28
| -2% | -$18.4K | 0.58% | 29 |
|
|
2024
Q1 | $848K | Sell |
1,305
-20
| -2% | -$13K | 0.63% | 26 |
|
|
2023
Q4 | $828K | Buy |
1,325
+13
| +1% | +$8.13K | 0.66% | 26 |
|
|
2023
Q3 | $670K | Buy |
1,312
+126
| +11% | +$64.4K | 0.66% | 30 |
|
|
2023
Q2 | $544K | Buy |
1,186
+267
| +29% | +$122K | 0.54% | 42 |
|
|
2023
Q1 | $410K | Buy |
919
+50
| +6% | +$22.3K | 0.47% | 65 |
|
|
2022
Q4 | $338K | Buy |
869
+215
| +33% | +$83.7K | 0.41% | 72 |
|
|
2022
Q3 | $253K | Buy |
654
+6
| +0.9% | +$2.32K | 0.32% | 95 |
|
|
2022
Q2 | $250K | Sell |
648
-1
| -0.2% | -$386 | 0.28% | 108 |
|
|
2022
Q1 | $312K | Sell |
649
-45
| -6% | -$21.6K | 0.3% | 100 |
|
|
2021
Q4 | $447K | Sell |
694
-9
| -1% | -$5.8K | 0.41% | 63 |
|
|
2021
Q3 | $379K | Buy |
+703
| New | +$379K | 0.39% | 68 |
|