GA
Goldstein Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Buy |
386
+4
| +1% | +$3.15K | 0.04% | 129 |
|
|
2025
Q1 | $234K | Buy |
+382
| New | +$234K | 0.03% | 163 |
|
|
2024
Q2 | – | Sell |
-381
| Closed | -$247K | – | 189 |
|
|
2024
Q1 | $247K | Sell |
381
-16
| -4% | -$10.4K | 0.04% | 138 |
|
|
2023
Q4 | $248K | Sell |
397
-19
| -5% | -$11.9K | 0.04% | 154 |
|
|
2023
Q3 | $212K | Sell |
416
-35
| -8% | -$17.9K | 0.04% | 137 |
|
|
2023
Q2 | $206K | Sell |
451
-91
| -17% | -$41.6K | 0.04% | 142 |
|
|
2023
Q1 | $241K | Buy |
+542
| New | +$241K | 0.05% | 117 |
|