ML
McAdam LLC’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Buy |
+345
| New | +$272K | 0.01% | 306 |
|
|
2025
Q1 | – | Sell |
-353
| Closed | -$222K | – | 364 |
|
|
2024
Q4 | $222K | Buy |
353
+23
| +7% | +$14.5K | 0.01% | 326 |
|
|
2024
Q3 | $205K | Buy |
+330
| New | +$205K | 0.01% | 314 |
|
|
2018
Q3 | – | Sell |
-2
| Closed | – | – | 699 |
|
|
2018
Q2 | $0 | Sell |
2
-8
| -80% | – | ﹤0.01% | 721 |
|
|
2018
Q1 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 540 |
|