OWA
Opal Wealth Advisors’s Intuit INTU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $396K | Buy |
503
+39
| +8% | +$30.7K | 0.11% | 98 |
|
2025
Q1 | $285K | Buy |
464
+14
| +3% | +$8.6K | 0.09% | 126 |
|
2024
Q4 | $283K | Buy |
450
+35
| +8% | +$22K | 0.08% | 135 |
|
2024
Q3 | $258K | Buy |
415
+8
| +2% | +$4.97K | 0.08% | 149 |
|
2024
Q2 | $267K | Buy |
407
+35
| +9% | +$23K | 0.09% | 135 |
|
2024
Q1 | $242K | Buy |
372
+34
| +10% | +$22.1K | 0.08% | 151 |
|
2023
Q4 | $211K | Buy |
+338
| New | +$211K | 0.08% | 164 |
|