OneAscent Financial Services’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$424K Sell
2025
Q2
$692K Sell
2025
Q1
$578K Buy
2024
Q4
$297K Sell
2024
Q3
$447K Buy
2024
Q2
Sell
2024
Q1
$270K Buy
2023
Q4
$250K Buy
2022
Q1
Sell
2021
Q4
$297K Buy
2021
Q1
Sell
2020
Q4
$552K Sell
2020
Q3
$903K Buy
2020
Q2
$474K Buy
2020
Q1
$343K Sell
2019
Q4
$440K Buy
2019
Q3
Sell
2019
Q2
$731K Buy