FSA
Fort Sheridan Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $569K | Buy |
722
+15
| +2% | +$11.8K | 0.08% | 143 |
|
|
2025
Q1 | $434K | Hold |
707
| – | – | 0.07% | 167 |
|
|
2024
Q4 | $444K | Hold |
707
| – | – | 0.06% | 170 |
|
|
2024
Q3 | $439K | Hold |
707
| – | – | 0.07% | 168 |
|
|
2024
Q2 | $465K | Buy |
707
+9
| +1% | +$5.92K | 0.08% | 154 |
|
|
2024
Q1 | $454K | Buy |
698
+113
| +19% | +$73.5K | 0.09% | 141 |
|
|
2023
Q4 | $366K | Buy |
585
+100
| +21% | +$62.5K | 0.07% | 147 |
|
|
2023
Q3 | $248K | Buy |
485
+28
| +6% | +$14.3K | 0.06% | 159 |
|
|
2023
Q2 | $209K | Hold |
457
| – | – | 0.05% | 184 |
|
|
2023
Q1 | $204K | Buy |
+457
| New | +$204K | 0.05% | 185 |
|
|
2022
Q2 | – | Sell |
-457
| Closed | -$220K | – | 191 |
|
|
2022
Q1 | $220K | Hold |
457
| – | – | 0.06% | 165 |
|
|
2021
Q4 | $294K | Hold |
457
| – | – | 0.08% | 154 |
|
|
2021
Q3 | $247K | Hold |
457
| – | – | 0.08% | 155 |
|
|
2021
Q2 | $224K | Buy |
+457
| New | +$224K | 0.07% | 159 |
|