SMA
Sage Mountain Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
1,670
+166
| +11% | +$131K | 0.09% | 112 |
|
|
2025
Q1 | $923K | Buy |
1,504
+222
| +17% | +$136K | 0.07% | 131 |
|
|
2024
Q4 | $806K | Buy |
1,282
+114
| +10% | +$71.6K | 0.06% | 147 |
|
|
2024
Q3 | $725K | Buy |
1,168
+175
| +18% | +$109K | 0.06% | 149 |
|
|
2024
Q2 | $653K | Buy |
993
+51
| +5% | +$33.5K | 0.06% | 139 |
|
|
2024
Q1 | $612K | Sell |
942
-24
| -2% | -$15.6K | 0.06% | 134 |
|
|
2023
Q4 | $604K | Buy |
966
+144
| +18% | +$90K | 0.07% | 116 |
|
|
2023
Q3 | $420K | Buy |
822
+120
| +17% | +$61.3K | 0.06% | 135 |
|
|
2023
Q2 | $322K | Buy |
702
+140
| +25% | +$64.1K | 0.05% | 170 |
|
|
2023
Q1 | $251K | Buy |
+562
| New | +$251K | 0.04% | 196 |
|