SIA
Schechter Investment Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.79M | Sell |
2,916
-608
| -17% | -$373K | 0.15% | 131 |
|
|
2024
Q4 | $2.21M | Sell |
3,524
-115
| -3% | -$72.3K | 0.17% | 114 |
|
|
2024
Q3 | $2.26M | Sell |
3,639
-161
| -4% | -$100K | 0.17% | 114 |
|
|
2024
Q2 | $2.5M | Sell |
3,800
-80
| -2% | -$52.6K | 0.19% | 94 |
|
|
2024
Q1 | $2.52M | Sell |
3,880
-63
| -2% | -$40.9K | 0.19% | 98 |
|
|
2023
Q4 | $2.46M | Sell |
3,943
-107
| -3% | -$66.9K | 0.21% | 87 |
|
|
2023
Q3 | $2.07M | Buy |
4,050
+287
| +8% | +$147K | 0.2% | 95 |
|
|
2023
Q2 | $1.72M | Buy |
3,763
+20
| +0.5% | +$9.16K | 0.15% | 135 |
|
|
2023
Q1 | $1.67M | Buy |
3,743
+233
| +7% | +$104K | 0.15% | 148 |
|
|
2022
Q4 | $1.37M | Sell |
3,510
-187
| -5% | -$72.8K | 0.12% | 205 |
|
|
2022
Q3 | $1.43M | Buy |
3,697
+673
| +22% | +$261K | 0.14% | 177 |
|
|
2022
Q2 | $1.17M | Buy |
3,024
+172
| +6% | +$66.3K | 0.11% | 230 |
|
|
2022
Q1 | $1.37M | Buy |
2,852
+96
| +3% | +$46.1K | 0.13% | 192 |
|
|
2021
Q4 | $1.77M | Buy |
+2,756
| New | +$1.77M | 0.16% | 143 |
|