GA
Geller Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $423K | Buy |
673
+9
| +1% | +$5.66K | 0.03% | 153 |
|
|
2024
Q3 | $412K | Sell |
664
-591
| -47% | -$367K | 0.03% | 163 |
|
|
2024
Q2 | $825K | Buy |
1,255
+5
| +0.4% | +$3.29K | 0.06% | 91 |
|
|
2024
Q1 | $813K | Buy |
1,250
+47
| +4% | +$30.6K | 0.07% | 88 |
|
|
2023
Q4 | $752K | Buy |
1,203
+20
| +2% | +$12.5K | 0.07% | 85 |
|
|
2023
Q3 | $604K | Sell |
1,183
-45
| -4% | -$23K | 0.07% | 91 |
|
|
2023
Q2 | $563K | Buy |
1,228
+448
| +57% | +$205K | 0.07% | 100 |
|
|
2023
Q1 | $348K | Buy |
780
+146
| +23% | +$65.1K | 0.05% | 102 |
|
|
2022
Q4 | $247K | Sell |
634
-400
| -39% | -$156K | 0.04% | 122 |
|
|
2022
Q3 | $400K | Buy |
1,034
+178
| +21% | +$68.9K | 0.09% | 61 |
|
|
2022
Q2 | $330K | Buy |
856
+6
| +0.7% | +$2.31K | 0.07% | 79 |
|
|
2022
Q1 | $409K | Buy |
850
+122
| +17% | +$58.7K | 0.08% | 74 |
|
|
2021
Q4 | $468K | Buy |
728
+17
| +2% | +$10.9K | 0.09% | 64 |
|
|
2021
Q3 | $384K | Buy |
711
+46
| +7% | +$24.8K | 0.08% | 75 |
|
|
2021
Q2 | $326K | Sell |
665
-2
| -0.3% | -$980 | 0.07% | 83 |
|
|
2021
Q1 | $256K | Buy |
667
+70
| +12% | +$26.9K | 0.06% | 98 |
|
|
2020
Q4 | $250K | Buy |
+597
| New | +$250K | 0.06% | 93 |
|