RSWM
Robertson Stephens Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $413K | Sell |
525
-377
| -42% | -$297K | 0.01% | 397 |
|
|
2025
Q1 | $554K | Sell |
902
-238
| -21% | -$146K | 0.02% | 349 |
|
|
2024
Q4 | $717K | Sell |
1,140
-2,351
| -67% | -$1.48M | 0.03% | 301 |
|
|
2024
Q3 | $2.17M | Buy |
3,491
+1,141
| +49% | +$709K | 0.08% | 187 |
|
|
2024
Q2 | $1.54M | Buy |
2,350
+136
| +6% | +$89.4K | 0.08% | 166 |
|
|
2024
Q1 | $1.44M | Buy |
2,214
+1,277
| +136% | +$830K | 0.08% | 184 |
|
|
2023
Q4 | $586K | Sell |
937
-88
| -9% | -$55K | 0.04% | 284 |
|
|
2023
Q3 | $524K | Buy |
1,025
+167
| +19% | +$85.3K | 0.04% | 299 |
|
|
2023
Q2 | $393K | Sell |
858
-30
| -3% | -$13.7K | 0.03% | 315 |
|
|
2023
Q1 | $396K | Sell |
888
-10
| -1% | -$4.46K | 0.03% | 323 |
|
|
2022
Q4 | $350K | Buy |
898
+264
| +42% | +$103K | 0.03% | 306 |
|
|
2022
Q3 | $245K | Buy |
+634
| New | +$245K | 0.03% | 311 |
|
|
2022
Q2 | – | Sell |
-772
| Closed | -$371K | – | 398 |
|
|
2022
Q1 | $371K | Sell |
772
-4
| -0.5% | -$1.92K | 0.03% | 281 |
|
|
2021
Q4 | $499K | Buy |
+776
| New | +$499K | 0.04% | 254 |
|