MCWA
Meadow Creek Wealth Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $544K | Sell |
691
-8
| -1% | -$6.3K | 0.37% | 57 |
|
|
2025
Q1 | $429K | Sell |
699
-242
| -26% | -$149K | 0.32% | 65 |
|
|
2024
Q4 | $591K | Buy |
941
+4
| +0.4% | +$2.51K | 0.43% | 48 |
|
|
2024
Q3 | $582K | Buy |
937
+32
| +4% | +$19.9K | 0.46% | 48 |
|
|
2024
Q2 | $595K | Buy |
905
+32
| +4% | +$21K | 0.56% | 42 |
|
|
2024
Q1 | $567K | Buy |
873
+15
| +2% | +$9.75K | 0.39% | 56 |
|
|
2023
Q4 | $536K | Buy |
+858
| New | +$536K | 0.52% | 45 |
|
|
2022
Q3 | $352K | Buy |
909
+7
| +0.8% | +$2.71K | 0.47% | 59 |
|
|
2022
Q2 | $348K | Sell |
902
-174
| -16% | -$67.1K | 0.43% | 63 |
|
|
2022
Q1 | $517K | Buy |
1,076
+377
| +54% | +$181K | 0.56% | 42 |
|
|
2021
Q4 | $449K | Buy |
+699
| New | +$449K | 0.42% | 65 |
|