FMWA
Forvis Mazars Wealth Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.67M | Sell |
3,396
-63
| -2% | -$49.6K | 0.06% | 135 |
|
|
2025
Q1 | $2.12M | Sell |
3,459
-1
| -0% | -$614 | 0.05% | 147 |
|
|
2024
Q4 | $2.17M | Buy |
3,460
+39
| +1% | +$24.5K | 0.05% | 156 |
|
|
2024
Q3 | $2.12M | Sell |
3,421
-4
| -0.1% | -$2.48K | 0.05% | 160 |
|
|
2024
Q2 | $2.25M | Hold |
3,425
| – | – | 0.06% | 148 |
|
|
2024
Q1 | $2.23M | Sell |
3,425
-24
| -0.7% | -$15.6K | 0.06% | 153 |
|
|
2023
Q4 | $2.16M | Sell |
3,449
-62
| -2% | -$38.8K | 0.06% | 147 |
|
|
2023
Q3 | $1.79M | Buy |
3,511
+3
| +0.1% | +$1.53K | 0.05% | 157 |
|
|
2023
Q2 | $1.61M | Buy |
+3,508
| New | +$1.61M | 0.05% | 181 |
|
|
2021
Q1 | – | Sell |
-861
| Closed | -$327K | – | 319 |
|
|
2020
Q4 | $327K | Buy |
861
+2
| +0.2% | +$760 | 0.02% | 280 |
|
|
2020
Q3 | $280K | Buy |
859
+48
| +6% | +$15.6K | 0.02% | 261 |
|
|
2020
Q2 | $240K | Buy |
+811
| New | +$240K | 0.02% | 273 |
|
|
2020
Q1 | – | Sell |
-1,015
| Closed | -$266K | – | 297 |
|
|
2019
Q4 | $266K | Buy |
+1,015
| New | +$266K | 0.02% | 248 |
|