MSA
Marino Stram & Associates’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Hold |
350
| – | – | 0.06% | 151 |
|
|
2025
Q1 | $215K | Sell |
350
-14
| -4% | -$8.58K | 0.05% | 158 |
|
|
2024
Q4 | $229K | Hold |
364
| – | – | 0.05% | 157 |
|
|
2024
Q3 | $226K | Buy |
364
+1
| +0.3% | +$621 | 0.05% | 160 |
|
|
2024
Q2 | $239K | Hold |
363
| – | – | 0.06% | 146 |
|
|
2024
Q1 | $236K | Buy |
363
+1
| +0.3% | +$650 | 0.06% | 156 |
|
|
2023
Q4 | $226K | Buy |
+362
| New | +$226K | 0.06% | 153 |
|
|
2022
Q1 | – | Sell |
-354
| Closed | -$228K | – | 146 |
|
|
2021
Q4 | $228K | Sell |
354
-300
| -46% | -$193K | 0.07% | 137 |
|
|
2021
Q3 | $353K | Buy |
+654
| New | +$353K | 0.12% | 112 |
|
|
2021
Q2 | – | Sell |
-652
| Closed | -$250K | – | 272 |
|
|
2021
Q1 | $250K | Buy |
652
+1
| +0.2% | +$383 | 0.1% | 118 |
|
|
2020
Q4 | $247K | Buy |
651
+1
| +0.2% | +$379 | 0.11% | 111 |
|
|
2020
Q3 | $212K | Buy |
+650
| New | +$212K | 0.11% | 105 |
|
|
2019
Q2 | – | Sell |
-628
| Closed | -$164K | – | 315 |
|
|
2019
Q1 | $164K | Buy |
628
+2
| +0.3% | +$522 | 0.12% | 84 |
|
|
2018
Q4 | $123K | Buy |
626
+1
| +0.2% | +$196 | 0.11% | 92 |
|
|
2018
Q3 | $142K | Buy |
625
+1
| +0.2% | +$227 | 0.11% | 97 |
|
|
2018
Q2 | $127K | Buy |
624
+2
| +0.3% | +$407 | 0.11% | 104 |
|
|
2018
Q1 | $108K | Buy |
622
+1
| +0.2% | +$174 | 0.1% | 117 |
|
|
2017
Q4 | $98K | Buy |
+621
| New | +$98K | 0.09% | 117 |
|