RWA
Roberts Wealth Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.45M | Sell |
5,655
-85
| -1% | -$66.9K | 1.28% | 27 |
|
|
2025
Q1 | $3.52M | Buy |
5,740
+48
| +0.8% | +$29.5K | 1.09% | 29 |
|
|
2024
Q4 | $3.54M | Sell |
5,692
-24
| -0.4% | -$14.9K | 1.07% | 31 |
|
|
2024
Q3 | $3.51M | Buy |
5,716
+34
| +0.6% | +$20.9K | 1.13% | 32 |
|
|
2024
Q2 | $3.7M | Buy |
5,682
+39
| +0.7% | +$25.4K | 1.26% | 29 |
|
|
2024
Q1 | $3.45M | Buy |
+5,643
| New | +$3.45M | 1.29% | 27 |
|
|
2023
Q4 | – | Sell |
-5,625
| Closed | -$3.04M | – | 68 |
|
|
2023
Q3 | $3.04M | Buy |
5,625
+47
| +0.8% | +$25.4K | 1.34% | 27 |
|
|
2023
Q2 | $2.56M | Buy |
5,578
+117
| +2% | +$53.6K | 1.12% | 30 |
|
|
2023
Q1 | $2.4M | Buy |
5,461
+79
| +1% | +$34.7K | 1.1% | 33 |
|
|
2022
Q4 | $2.11M | Buy |
5,382
+53
| +1% | +$20.7K | 1.02% | 41 |
|
|
2022
Q3 | $2.19M | Buy |
5,329
+174
| +3% | +$71.6K | 1.08% | 33 |
|
|
2022
Q2 | $2.1M | Buy |
5,155
+144
| +3% | +$58.6K | 0.91% | 36 |
|
|
2022
Q1 | $2.43M | Buy |
5,011
+132
| +3% | +$63.9K | 0.95% | 37 |
|
|
2021
Q4 | $3.08M | Sell |
4,879
-62
| -1% | -$39.2K | 1.11% | 32 |
|
|
2021
Q3 | $2.67M | Buy |
+4,941
| New | +$2.67M | 1.06% | 32 |
|