SOA Wealth Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $7.98K | Hold |
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|
2024
Q4 | $8.17K | Sell |
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|
2024
Q3 | $10.6K | Hold |
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|
2024
Q2 | $11.2K | Sell |
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|
2024
Q1 | $54.6K | Sell |
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|
2023
Q4 | $83.8K | Buy |
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|
2023
Q3 | $42.9K | Hold |
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|
2023
Q2 | $38.5K | Sell |
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|
2023
Q1 | $53.1K | Sell |
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|
2022
Q4 | $48.7K | Sell |
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|
2022
Q3 | $49K | Sell |
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|
2022
Q2 | $51K | Sell |
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|
2022
Q1 | $180K | Hold |
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|
2021
Q4 | $241K | Hold |
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|
2021
Q3 | $202K | Sell |
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|
2021
Q2 | $184K | Buy |
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|
2021
Q1 | $97K | Buy |
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|
2020
Q4 | $98K | Buy |
|