FAM
Formidable Asset Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $732K | Sell |
929
-252
| -21% | -$198K | 0.12% | 160 |
|
|
2025
Q1 | $725K | Buy |
+1,181
| New | +$725K | 0.12% | 167 |
|
|
2024
Q3 | – | Sell |
-328
| Closed | -$216K | – | 387 |
|
|
2024
Q2 | $216K | Sell |
328
-8
| -2% | -$5.26K | 0.03% | 358 |
|
|
2024
Q1 | $218K | Hold |
336
| – | – | 0.04% | 320 |
|
|
2023
Q4 | $210K | Buy |
+336
| New | +$210K | 0.04% | 254 |
|
|
2022
Q1 | – | Sell |
-336
| Closed | -$210K | – | 352 |
|
|
2021
Q4 | $210K | Buy |
+336
| New | +$210K | 0.04% | 287 |
|
|
2017
Q4 | – | Sell |
-1,650
| Closed | -$235K | – | 149 |
|
|
2017
Q3 | $235K | Hold |
1,650
| – | – | 0.1% | 173 |
|
|
2017
Q2 | $219K | Hold |
1,650
| – | – | 0.11% | 153 |
|
|
2017
Q1 | $208K | Buy |
+1,650
| New | +$208K | 0.09% | 174 |
|
|
2016
Q2 | – | Sell |
-1,650
| Closed | -$168K | – | 295 |
|
|
2016
Q1 | $168K | Sell |
1,650
-615
| -27% | -$62.6K | 0.12% | 129 |
|
|
2015
Q4 | $218K | Sell |
2,265
-75
| -3% | -$7.22K | 0.15% | 130 |
|
|
2015
Q3 | $207K | Hold |
2,340
| – | – | 0.14% | 137 |
|
|
2015
Q2 | $236K | Hold |
2,340
| – | – | 0.15% | 124 |
|
|
2015
Q1 | $239K | Sell |
2,340
-2,305
| -50% | -$235K | 0.16% | 122 |
|
|
2014
Q4 | $428K | Hold |
4,645
| – | – | 0.29% | 82 |
|
|
2014
Q3 | $410K | Sell |
4,645
-90
| -2% | -$7.94K | 0.27% | 86 |
|
|
2014
Q2 | $381K | Hold |
4,735
| – | – | 0.23% | 101 |
|
|
2014
Q1 | $354K | Hold |
4,735
| – | – | 0.25% | 86 |
|
|
2013
Q4 | $338K | Buy |
4,735
+2,935
| +163% | +$210K | 0.23% | 98 |
|
|
2013
Q3 | $120K | Buy |
+1,800
| New | +$120K | 0.1% | 125 |
|