SWA
SOA Wealth Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13
| Closed | -$7.98K | – | 905 |
|
|
2025
Q1 | $7.98K | Hold |
13
| – | – | ﹤0.01% | 586 |
|
|
2024
Q4 | $8.17K | Sell |
13
-4
| -24% | -$2.51K | ﹤0.01% | 569 |
|
|
2024
Q3 | $10.6K | Hold |
17
| – | – | ﹤0.01% | 534 |
|
|
2024
Q2 | $11.2K | Sell |
17
-67
| -80% | -$44.2K | ﹤0.01% | 519 |
|
|
2024
Q1 | $54.6K | Sell |
84
-50
| -37% | -$32.5K | 0.01% | 296 |
|
|
2023
Q4 | $83.8K | Buy |
134
+50
| +60% | +$31.3K | 0.02% | 252 |
|
|
2023
Q3 | $42.9K | Hold |
84
| – | – | 0.01% | 304 |
|
|
2023
Q2 | $38.5K | Sell |
84
-35
| -29% | -$16K | 0.01% | 326 |
|
|
2023
Q1 | $53.1K | Sell |
119
-6
| -5% | -$2.68K | 0.01% | 279 |
|
|
2022
Q4 | $48.7K | Sell |
125
-2
| -2% | -$779 | 0.01% | 283 |
|
|
2022
Q3 | $49K | Sell |
127
-6
| -5% | -$2.32K | 0.01% | 268 |
|
|
2022
Q2 | $51K | Sell |
133
-242
| -65% | -$92.8K | 0.02% | 260 |
|
|
2022
Q1 | $180K | Hold |
375
| – | – | 0.04% | 175 |
|
|
2021
Q4 | $241K | Hold |
375
| – | – | 0.06% | 144 |
|
|
2021
Q3 | $202K | Sell |
375
-1
| -0.3% | -$539 | 0.05% | 153 |
|
|
2021
Q2 | $184K | Buy |
376
+121
| +47% | +$59.2K | 0.05% | 161 |
|
|
2021
Q1 | $97K | Buy |
255
+8
| +3% | +$3.04K | 0.03% | 196 |
|
|
2020
Q4 | $98K | Buy |
+247
| New | +$98K | 0.03% | 193 |
|