SVWAG
Sound View Wealth Advisors Group’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $728K | Buy |
924
+188
| +26% | +$148K | 0.05% | 223 |
|
|
2025
Q1 | $452K | Sell |
736
-792
| -52% | -$486K | 0.04% | 270 |
|
|
2024
Q4 | $961K | Sell |
1,528
-2,692
| -64% | -$1.69M | 0.08% | 180 |
|
|
2024
Q3 | $2.62M | Buy |
4,220
+759
| +22% | +$471K | 0.21% | 110 |
|
|
2024
Q2 | $2.27M | Buy |
3,461
+226
| +7% | +$149K | 0.23% | 99 |
|
|
2024
Q1 | $2.1M | Buy |
3,235
+133
| +4% | +$86.5K | 0.22% | 106 |
|
|
2023
Q4 | $1.94M | Sell |
3,102
-363
| -10% | -$227K | 0.21% | 113 |
|
|
2023
Q3 | $1.77M | Buy |
3,465
+967
| +39% | +$494K | 0.22% | 100 |
|
|
2023
Q2 | $1.14M | Sell |
2,498
-36
| -1% | -$16.5K | 0.15% | 128 |
|
|
2023
Q1 | $1.13M | Sell |
2,534
-568
| -18% | -$253K | 0.16% | 129 |
|
|
2022
Q4 | $1.94M | Buy |
3,102
+1,793
| +137% | +$1.12M | 0.21% | 113 |
|
|
2022
Q3 | $507K | Sell |
1,309
-348
| -21% | -$135K | 0.11% | 161 |
|
|
2022
Q2 | $639K | Buy |
1,657
+264
| +19% | +$102K | 0.13% | 140 |
|
|
2022
Q1 | $670K | Buy |
1,393
+76
| +6% | +$36.6K | 0.13% | 148 |
|
|
2021
Q4 | $847K | Sell |
1,317
-306
| -19% | -$197K | 0.16% | 129 |
|
|
2021
Q3 | $876K | Buy |
1,623
+287
| +21% | +$155K | 0.18% | 124 |
|
|
2021
Q2 | $655K | Sell |
1,336
-18
| -1% | -$8.83K | 0.14% | 144 |
|
|
2021
Q1 | $519K | Buy |
1,354
+4
| +0.3% | +$1.53K | 0.12% | 154 |
|
|
2020
Q4 | $513K | Sell |
1,350
-46
| -3% | -$17.5K | 0.13% | 149 |
|
|
2020
Q3 | $455K | Buy |
1,396
+32
| +2% | +$10.4K | 0.12% | 150 |
|
|
2020
Q2 | $404K | Buy |
1,364
+254
| +23% | +$75.2K | 0.11% | 156 |
|
|
2020
Q1 | $255K | Buy |
1,110
+225
| +25% | +$51.7K | 0.09% | 178 |
|
|
2019
Q4 | $232K | Buy |
885
+115
| +15% | +$30.1K | 0.07% | 225 |
|
|
2019
Q3 | $205K | Buy |
+770
| New | +$205K | 0.06% | 235 |
|