Foundations Investment Advisors’s Intuit INTU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$546K Buy
694
+164
+31% +$129K 0.01% 552
2025
Q1
$326K Sell
530
-136
-20% -$83.6K 0.01% 689
2024
Q4
$419K Buy
666
+264
+66% +$166K 0.01% 572
2024
Q3
$250K Buy
402
+30
+8% +$18.6K 0.01% 691
2024
Q2
$245K Sell
372
-349
-48% -$229K 0.01% 663
2024
Q1
$469K Sell
721
-31
-4% -$20.2K 0.01% 478
2023
Q4
$476K Buy
+752
New +$476K 0.01% 443