SIA
Schear Investment Advisers’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
1,839
-78
| -4% | -$61.4K | 0.72% | 49 |
|
|
2025
Q1 | $1.18M | Hold |
1,917
| – | – | 0.68% | 53 |
|
|
2024
Q4 | $1.2M | Buy |
1,917
+151
| +9% | +$94.9K | 0.64% | 46 |
|
|
2024
Q3 | $1.1M | Buy |
1,766
+102
| +6% | +$63.3K | 0.68% | 52 |
|
|
2024
Q2 | $1.09M | Buy |
1,664
+213
| +15% | +$140K | 0.79% | 43 |
|
|
2024
Q1 | $943K | Buy |
+1,451
| New | +$943K | 0.76% | 49 |
|