SFA
Sequoia Financial Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6M | Buy |
17,279
+1,433
| +9% | +$1.13M | 0.09% | 161 |
|
|
2025
Q1 | $9.73M | Buy |
15,846
+710
| +5% | +$436K | 0.08% | 192 |
|
|
2024
Q4 | $9.51M | Buy |
15,136
+1,607
| +12% | +$1.01M | 0.09% | 175 |
|
|
2024
Q3 | $8.4M | Buy |
13,529
+1,121
| +9% | +$696K | 0.09% | 166 |
|
|
2024
Q2 | $8.15M | Buy |
12,408
+837
| +7% | +$550K | 0.1% | 148 |
|
|
2024
Q1 | $7.52M | Sell |
11,571
-4,152
| -26% | -$2.7M | 0.09% | 157 |
|
|
2023
Q4 | $9.83M | Buy |
15,723
+11,780
| +299% | +$7.36M | 0.12% | 150 |
|
|
2023
Q3 | $2.01M | Buy |
3,943
+41
| +1% | +$21K | 0.04% | 231 |
|
|
2023
Q2 | $1.79M | Buy |
3,902
+117
| +3% | +$53.6K | 0.03% | 258 |
|
|
2023
Q1 | $1.69M | Buy |
3,785
+192
| +5% | +$85.6K | 0.04% | 237 |
|
|
2022
Q4 | $1.4M | Buy |
3,593
+1,032
| +40% | +$402K | 0.03% | 240 |
|
|
2022
Q3 | $992K | Sell |
2,561
-157
| -6% | -$60.8K | 0.03% | 214 |
|
|
2022
Q2 | $1.05M | Buy |
2,718
+390
| +17% | +$150K | 0.03% | 225 |
|
|
2022
Q1 | $1.12M | Buy |
2,328
+465
| +25% | +$224K | 0.03% | 243 |
|
|
2021
Q4 | $1.2M | Buy |
+1,863
| New | +$1.2M | 0.03% | 224 |
|
|
2021
Q3 | – | Sell |
-1,586
| Closed | -$777K | – | 347 |
|
|
2021
Q2 | $777K | Buy |
1,586
+53
| +3% | +$26K | 0.03% | 229 |
|
|
2021
Q1 | $587K | Buy |
1,533
+123
| +9% | +$47.1K | 0.02% | 239 |
|
|
2020
Q4 | $536K | Buy |
1,410
+8
| +0.6% | +$3.04K | 0.02% | 240 |
|
|
2020
Q3 | $457K | Buy |
1,402
+108
| +8% | +$35.2K | 0.02% | 237 |
|
|
2020
Q2 | $383K | Sell |
1,294
-431
| -25% | -$128K | 0.02% | 257 |
|
|
2020
Q1 | $397K | Buy |
1,725
+91
| +6% | +$20.9K | 0.03% | 221 |
|
|
2019
Q4 | $428K | Buy |
1,634
+33
| +2% | +$8.64K | 0.03% | 241 |
|
|
2019
Q3 | $426K | Buy |
1,601
+231
| +17% | +$61.5K | 0.03% | 214 |
|
|
2019
Q2 | $358K | Buy |
1,370
+140
| +11% | +$36.6K | 0.03% | 253 |
|
|
2019
Q1 | $322K | Buy |
+1,230
| New | +$322K | 0.03% | 259 |
|
|
2018
Q2 | – | Sell |
-67,389
| Closed | -$11.7M | – | 315 |
|
|
2018
Q1 | $11.7M | Sell |
67,389
-6,708
| -9% | -$1.16M | 1.23% | 15 |
|
|
2017
Q4 | $11.7M | Sell |
74,097
-170
| -0.2% | -$26.8K | 1.23% | 16 |
|
|
2017
Q3 | $10.6M | Hold |
74,267
| – | – | 1.25% | 17 |
|
|
2017
Q2 | $9.86M | Hold |
74,267
| – | – | 1.22% | 19 |
|
|
2017
Q1 | $8.61M | Sell |
74,267
-1,000
| -1% | -$116K | 1.1% | 20 |
|
|
2016
Q4 | $8.63M | Sell |
75,267
-2,000
| -3% | -$229K | 1.23% | 21 |
|
|
2016
Q3 | $8.5M | Sell |
77,267
-85
| -0.1% | -$9.35K | 1.58% | 15 |
|
|
2016
Q2 | $8.63M | Hold |
77,352
| – | – | 2.42% | 9 |
|
|
2016
Q1 | $8.05M | Buy |
+77,352
| New | +$8.05M | 2.6% | 8 |
|