FWA
FSM Wealth Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Buy |
2,772
+86
| +3% | +$67.4K | 0.35% | 51 |
|
|
2025
Q1 | $1.65M | Buy |
2,686
+66
| +3% | +$40.5K | 0.37% | 42 |
|
|
2024
Q4 | $1.59M | Buy |
2,620
+31
| +1% | +$18.8K | 0.39% | 43 |
|
|
2024
Q3 | $1.61M | Buy |
2,589
+72
| +3% | +$44.7K | 0.43% | 40 |
|
|
2024
Q2 | $1.65M | Sell |
2,517
-8
| -0.3% | -$5.26K | 0.55% | 35 |
|
|
2024
Q1 | $1.64M | Buy |
2,525
+79
| +3% | +$51.4K | 0.58% | 34 |
|
|
2023
Q4 | $1.53M | Buy |
2,446
+11
| +0.5% | +$6.88K | 0.65% | 34 |
|
|
2023
Q3 | $1.24M | Sell |
2,435
-171
| -7% | -$87.4K | 0.63% | 38 |
|
|
2023
Q2 | $1.21M | Sell |
2,606
-25
| -1% | -$11.6K | 0.61% | 38 |
|
|
2023
Q1 | $1.17M | Buy |
2,631
+13
| +0.5% | +$5.8K | 0.68% | 41 |
|
|
2022
Q4 | $1.02M | Hold |
2,618
| – | – | 0.72% | 37 |
|
|
2022
Q3 | $1.01M | Buy |
+2,618
| New | +$1.01M | 0.84% | 33 |
|