MWA
Monograph Wealth Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.14M | Buy |
6,522
+8
| +0.1% | +$6.3K | 0.63% | 22 |
|
|
2025
Q1 | $4M | Sell |
6,514
-30
| -0.5% | -$18.4K | 0.54% | 23 |
|
|
2024
Q4 | $4.11M | Buy |
6,544
+30
| +0.5% | +$18.9K | 0.54% | 27 |
|
|
2024
Q3 | $4.05M | Hold |
6,514
| – | – | 0.53% | 23 |
|
|
2024
Q2 | $4.28M | Hold |
6,514
| – | – | 0.63% | 22 |
|
|
2024
Q1 | $4.23M | Sell |
6,514
-1,040
| -14% | -$676K | 0.62% | 22 |
|
|
2023
Q4 | $4.72M | Sell |
7,554
-57
| -0.7% | -$35.6K | 0.85% | 17 |
|
|
2023
Q3 | $3.89M | Hold |
7,611
| – | – | 0.77% | 16 |
|
|
2023
Q2 | $3.49M | Hold |
7,611
| – | – | 0.75% | 18 |
|
|
2023
Q1 | $3.39M | Buy |
7,611
+2,295
| +43% | +$1.02M | 0.8% | 14 |
|
|
2022
Q4 | $2.07M | Buy |
5,316
+9
| +0.2% | +$3.5K | 0.55% | 16 |
|
|
2022
Q3 | $2.06M | Sell |
5,307
-2,304
| -30% | -$893K | 0.67% | 16 |
|
|
2022
Q2 | $2.93M | Sell |
7,611
-40
| -0.5% | -$15.4K | 0.85% | 13 |
|
|
2022
Q1 | $3.68M | Hold |
7,651
| – | – | 0.93% | 11 |
|
|
2021
Q4 | $4.92M | Buy |
+7,651
| New | +$4.92M | 1.24% | 12 |
|