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 |
|