SA
SRN Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
1,542
+30
| +2% | +$23.6K | 1.11% | 29 |
|
|
2025
Q1 | $928K | Sell |
1,512
-35
| -2% | -$21.5K | 1.04% | 30 |
|
|
2024
Q4 | $972K | Buy |
1,547
+155
| +11% | +$97.4K | 0.86% | 53 |
|
|
2024
Q3 | $864K | Sell |
1,392
-48
| -3% | -$29.8K | 0.77% | 68 |
|
|
2024
Q2 | $946K | Hold |
1,440
| – | – | 0.79% | 58 |
|
|
2024
Q1 | $936K | Buy |
1,440
+74
| +5% | +$48.1K | 0.73% | 76 |
|
|
2023
Q4 | $854K | Sell |
1,366
-590
| -30% | -$369K | 0.77% | 72 |
|
|
2023
Q3 | $999K | Buy |
1,956
+36
| +2% | +$18.4K | 0.99% | 39 |
|
|
2023
Q2 | $880K | Sell |
1,920
-58
| -3% | -$26.6K | 0.78% | 63 |
|
|
2023
Q1 | $870K | Buy |
1,978
+394
| +25% | +$173K | 0.8% | 65 |
|
|
2022
Q4 | $617K | Sell |
1,584
-9
| -0.6% | -$3.5K | 0.61% | 81 |
|
|
2022
Q3 | $617K | Sell |
1,593
-117
| -7% | -$45.3K | 0.52% | 91 |
|
|
2022
Q2 | $659K | Sell |
1,710
-278
| -14% | -$107K | 0.46% | 103 |
|
|
2022
Q1 | $956K | Sell |
1,988
-30
| -1% | -$14.4K | 0.42% | 106 |
|
|
2021
Q4 | $1.3M | Sell |
2,018
-329
| -14% | -$212K | 0.47% | 81 |
|
|
2021
Q3 | $1.27M | Sell |
2,347
-1,400
| -37% | -$755K | 0.59% | 45 |
|
|
2021
Q2 | $1.84M | Sell |
3,747
-172
| -4% | -$84.3K | 0.62% | 56 |
|
|
2021
Q1 | $1.5M | Sell |
3,919
-653
| -14% | -$250K | 0.54% | 72 |
|
|
2020
Q4 | $1.72M | Buy |
+4,572
| New | +$1.72M | 0.84% | 59 |
|