FFA
First Foundation Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.02M | Buy |
8,910
+223
| +3% | +$176K | 0.26% | 65 |
|
|
2025
Q1 | $5.33M | Buy |
8,687
+302
| +4% | +$185K | 0.22% | 73 |
|
|
2024
Q4 | $5.27M | Buy |
8,385
+609
| +8% | +$383K | 0.2% | 81 |
|
|
2024
Q3 | $4.83M | Buy |
7,776
+232
| +3% | +$144K | 0.18% | 79 |
|
|
2024
Q2 | $4.96M | Buy |
7,544
+613
| +9% | +$403K | 0.19% | 75 |
|
|
2024
Q1 | $4.51M | Buy |
6,931
+418
| +6% | +$272K | 0.18% | 75 |
|
|
2023
Q4 | $4.07M | Sell |
6,513
-722
| -10% | -$451K | 0.19% | 77 |
|
|
2023
Q3 | $3.7M | Buy |
7,235
+324
| +5% | +$166K | 0.17% | 83 |
|
|
2023
Q2 | $3.17M | Sell |
6,911
-83
| -1% | -$38K | 0.14% | 101 |
|
|
2023
Q1 | $3.12M | Buy |
6,994
+622
| +10% | +$277K | 0.14% | 100 |
|
|
2022
Q4 | $2.48M | Sell |
6,372
-271
| -4% | -$105K | 0.12% | 112 |
|
|
2022
Q3 | $2.57M | Buy |
6,643
+97
| +1% | +$37.6K | 0.13% | 105 |
|
|
2022
Q2 | $2.52M | Sell |
6,546
-177
| -3% | -$68.2K | 0.11% | 110 |
|
|
2022
Q1 | $3.23M | Buy |
6,723
+1,771
| +36% | +$852K | 0.12% | 101 |
|
|
2021
Q4 | $3.19M | Buy |
4,952
+604
| +14% | +$388K | 0.11% | 106 |
|
|
2021
Q3 | $2.35M | Buy |
4,348
+971
| +29% | +$524K | 0.09% | 117 |
|
|
2021
Q2 | $1.66M | Buy |
3,377
+422
| +14% | +$207K | 0.06% | 160 |
|
|
2021
Q1 | $1.13M | Buy |
2,955
+538
| +22% | +$206K | 0.05% | 188 |
|
|
2020
Q4 | $918K | Buy |
2,417
+1,492
| +161% | +$567K | 0.04% | 198 |
|
|
2020
Q3 | $302K | Buy |
+925
| New | +$302K | 0.01% | 294 |
|
|
2019
Q1 | – | Sell |
-2,624
| Closed | -$517K | – | 358 |
|
|
2018
Q4 | $517K | Buy |
+2,624
| New | +$517K | 0.03% | 252 |
|