OWM
OneAscent Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Buy |
+364
| New | +$287K | 0.11% | 120 |
|
|
2024
Q4 | – | Sell |
-389
| Closed | -$242K | – | 173 |
|
|
2024
Q3 | $242K | Buy |
+389
| New | +$242K | 0.09% | 155 |
|
|
2021
Q1 | – | Sell |
-3,192
| Closed | -$1.21M | – | 228 |
|
|
2020
Q4 | $1.21M | Buy |
+3,192
| New | +$1.21M | 0.55% | 22 |
|