QFA
Quantum Financial Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Sell |
352
-25
| -7% | -$19.7K | 0.04% | 139 |
|
|
2025
Q1 | $231K | Sell |
377
-15
| -4% | -$9.2K | 0.03% | 154 |
|
|
2024
Q4 | $246K | Hold |
392
| – | – | 0.04% | 150 |
|
|
2024
Q3 | $243K | Hold |
392
| – | – | 0.04% | 150 |
|
|
2024
Q2 | $257K | Hold |
392
| – | – | 0.05% | 133 |
|
|
2024
Q1 | $255K | Sell |
392
-9
| -2% | -$5.84K | 0.05% | 138 |
|
|
2023
Q4 | $250K | Buy |
401
+7
| +2% | +$4.37K | 0.06% | 99 |
|
|
2023
Q3 | $201K | Buy |
+394
| New | +$201K | 0.06% | 113 |
|