OFS
OneAscent Financial Services’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $692K | Sell |
884
-58
| -6% | -$45.4K | 0.05% | 251 |
|
|
2025
Q1 | $578K | Buy |
942
+469
| +99% | +$288K | 0.04% | 312 |
|
|
2024
Q4 | $297K | Sell |
473
-247
| -34% | -$155K | 0.03% | 364 |
|
|
2024
Q3 | $447K | Buy |
+720
| New | +$447K | 0.32% | 79 |
|
|
2024
Q2 | – | Sell |
-416
| Closed | -$270K | – | 302 |
|
|
2024
Q1 | $270K | Buy |
416
+16
| +4% | +$10.4K | 0.03% | 308 |
|
|
2023
Q4 | $250K | Buy |
+400
| New | +$250K | 0.03% | 299 |
|
|
2022
Q1 | – | Sell |
-462
| Closed | -$297K | – | 171 |
|
|
2021
Q4 | $297K | Buy |
+462
| New | +$297K | 0.57% | 80 |
|
|
2021
Q1 | – | Sell |
-1,454
| Closed | -$552K | – | 153 |
|
|
2020
Q4 | $552K | Sell |
1,454
-1,315
| -47% | -$499K | 0.59% | 22 |
|
|
2020
Q3 | $903K | Buy |
2,769
+1,169
| +73% | +$381K | 0.47% | 27 |
|
|
2020
Q2 | $474K | Buy |
1,600
+108
| +7% | +$32K | 0.32% | 59 |
|
|
2020
Q1 | $343K | Sell |
1,492
-187
| -11% | -$43K | 0.26% | 65 |
|
|
2019
Q4 | $440K | Buy |
+1,679
| New | +$440K | 0.24% | 66 |
|
|
2019
Q3 | – | Sell |
-2,796
| Closed | -$731K | – | 98 |
|
|
2019
Q2 | $731K | Buy |
+2,796
| New | +$731K | 0.5% | 25 |
|