IAA
Independent Advisor Alliance’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8M | Buy |
10,158
+587
| +6% | +$462K | 0.23% | 73 |
|
|
2025
Q1 | $5.88M | Sell |
9,571
-625
| -6% | -$384K | 0.19% | 90 |
|
|
2024
Q4 | $6.41M | Buy |
10,196
+1,665
| +20% | +$1.05M | 0.08% | 226 |
|
|
2024
Q3 | $5.3M | Buy |
8,531
+117
| +1% | +$72.7K | 0.19% | 94 |
|
|
2024
Q2 | $5.53M | Buy |
8,414
+60
| +0.7% | +$39.4K | 0.19% | 94 |
|
|
2024
Q1 | $5.43M | Sell |
8,354
-22
| -0.3% | -$14.3K | 0.2% | 99 |
|
|
2023
Q4 | $5.24M | Buy |
8,376
+61
| +0.7% | +$38.1K | 0.19% | 93 |
|
|
2023
Q3 | $4.25M | Buy |
8,315
+275
| +3% | +$141K | 0.19% | 97 |
|
|
2023
Q2 | $3.68M | Sell |
8,040
-478
| -6% | -$219K | 0.16% | 120 |
|
|
2023
Q1 | $3.8M | Buy |
+8,518
| New | +$3.8M | 0.18% | 107 |
|
|
2022
Q4 | – | Sell |
-6,534
| Closed | -$2.53M | – | 517 |
|
|
2022
Q3 | $2.53M | Sell |
6,534
-1,935
| -23% | -$750K | 0.15% | 133 |
|
|
2022
Q2 | $3.26M | Sell |
8,469
-749
| -8% | -$289K | 0.18% | 112 |
|
|
2022
Q1 | $4.43M | Buy |
9,218
+493
| +6% | +$237K | 0.21% | 95 |
|
|
2021
Q4 | $5.61M | Buy |
8,725
+466
| +6% | +$300K | 0.28% | 81 |
|
|
2021
Q3 | $4.46M | Buy |
8,259
+483
| +6% | +$261K | 0.25% | 90 |
|
|
2021
Q2 | $3.81M | Buy |
7,776
+475
| +7% | +$233K | 0.21% | 108 |
|
|
2021
Q1 | $2.8M | Buy |
7,301
+496
| +7% | +$190K | 0.17% | 121 |
|
|
2020
Q4 | $2.59M | Buy |
6,805
+531
| +8% | +$202K | 0.18% | 117 |
|
|
2020
Q3 | $2.05M | Buy |
6,274
+3,444
| +122% | +$1.12M | 0.16% | 121 |
|
|
2020
Q2 | $838K | Buy |
2,830
+393
| +16% | +$116K | 0.09% | 187 |
|
|
2020
Q1 | $561K | Buy |
2,437
+1,022
| +72% | +$235K | 0.08% | 199 |
|
|
2019
Q4 | $371K | Buy |
1,415
+84
| +6% | +$22K | 0.02% | 618 |
|
|
2019
Q3 | $354K | Hold |
1,331
| – | – | 0.04% | 300 |
|
|
2019
Q2 | $348K | Sell |
1,331
-34
| -2% | -$8.89K | 0.05% | 270 |
|
|
2019
Q1 | $357K | Sell |
1,365
-33
| -2% | -$8.63K | 0.05% | 277 |
|
|
2018
Q4 | $275K | Sell |
1,398
-4
| -0.3% | -$787 | 0.05% | 303 |
|
|
2018
Q3 | $307K | Buy |
+1,402
| New | +$307K | 0.06% | 249 |
|