MA
MONECO Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $848K | Buy |
1,077
+18
| +2% | +$14.2K | 0.08% | 211 |
|
|
2025
Q1 | $650K | Sell |
1,059
-172
| -14% | -$106K | 0.07% | 234 |
|
|
2024
Q4 | $773K | Buy |
1,231
+115
| +10% | +$72.3K | 0.08% | 207 |
|
|
2024
Q3 | $693K | Buy |
1,116
+7
| +0.6% | +$4.35K | 0.09% | 199 |
|
|
2024
Q2 | $729K | Buy |
1,109
+285
| +35% | +$187K | 0.11% | 184 |
|
|
2024
Q1 | $535K | Sell |
824
-150
| -15% | -$97.5K | 0.09% | 228 |
|
|
2023
Q4 | $609K | Sell |
974
-1
| -0.1% | -$625 | 0.12% | 189 |
|
|
2023
Q3 | $498K | Buy |
975
+6
| +0.6% | +$3.06K | 0.14% | 179 |
|
|
2023
Q2 | $444K | Buy |
969
+12
| +1% | +$5.5K | 0.12% | 189 |
|
|
2023
Q1 | $427K | Buy |
957
+97
| +11% | +$43.3K | 0.13% | 187 |
|
|
2022
Q4 | $335K | Buy |
860
+1
| +0.1% | +$389 | 0.12% | 185 |
|
|
2022
Q3 | $333K | Sell |
859
-2
| -0.2% | -$775 | 0.13% | 163 |
|
|
2022
Q2 | $332K | Sell |
861
-4
| -0.5% | -$1.54K | 0.13% | 166 |
|
|
2022
Q1 | $416K | Sell |
865
-12
| -1% | -$5.77K | 0.15% | 138 |
|
|
2021
Q4 | $470K | Sell |
877
-61
| -7% | -$32.7K | 0.18% | 130 |
|
|
2021
Q3 | $506K | Buy |
938
+213
| +29% | +$115K | 0.2% | 116 |
|
|
2021
Q2 | $355K | Hold |
725
| – | – | 0.16% | 137 |
|
|
2021
Q1 | $278K | Sell |
725
-101
| -12% | -$38.7K | 0.14% | 153 |
|
|
2020
Q4 | $301K | Buy |
826
+116
| +16% | +$42.3K | 0.17% | 132 |
|
|
2020
Q3 | $232K | Buy |
+710
| New | +$232K | 0.15% | 130 |
|