SAG
SageView Advisory Group’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $463K | Buy |
579
+57
| +11% | +$45.5K | 0.02% | 390 |
|
|
2025
Q1 | $321K | Buy |
522
+4
| +0.8% | +$2.46K | 0.01% | 454 |
|
|
2024
Q4 | $326K | Buy |
518
+97
| +23% | +$61K | 0.01% | 438 |
|
|
2024
Q3 | $261K | Sell |
421
-780
| -65% | -$484K | 0.01% | 433 |
|
|
2024
Q2 | $789K | Buy |
+1,201
| New | +$789K | 0.04% | 257 |
|
|
2024
Q1 | – | Sell |
-1,184
| Closed | -$767K | – | 640 |
|
|
2023
Q4 | $767K | Buy |
1,184
+697
| +143% | +$451K | 0.03% | 306 |
|
|
2023
Q3 | $249K | Buy |
487
+15
| +3% | +$7.66K | 0.01% | 463 |
|
|
2023
Q2 | $216K | Buy |
+472
| New | +$216K | 0.01% | 515 |
|