SEA
Stegent Equity Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Buy |
731
+2
| +0.3% | +$1.58K | 0.51% | 58 |
|
|
2025
Q1 | $448K | Hold |
729
| – | – | 0.45% | 66 |
|
|
2024
Q4 | $458K | Hold |
729
| – | – | 0.47% | 54 |
|
|
2024
Q3 | $453K | Hold |
729
| – | – | 0.5% | 52 |
|
|
2024
Q2 | $479K | Hold |
729
| – | – | 0.5% | 45 |
|
|
2024
Q1 | $474K | Hold |
729
| – | – | 0.48% | 50 |
|
|
2023
Q4 | $456K | Hold |
729
| – | – | 0.54% | 46 |
|
|
2023
Q3 | $372K | Hold |
729
| – | – | 0.47% | 49 |
|
|
2023
Q2 | $334K | Hold |
729
| – | – | 0.37% | 52 |
|
|
2023
Q1 | $325K | Hold |
729
| – | – | 0.32% | 52 |
|
|
2022
Q4 | $284K | Hold |
729
| – | – | 0.34% | 55 |
|
|
2022
Q3 | $282K | Sell |
729
-15
| -2% | -$5.8K | 0.42% | 48 |
|
|
2022
Q2 | $287K | Sell |
744
-137
| -16% | -$52.8K | 0.37% | 59 |
|
|
2022
Q1 | $424K | Sell |
881
-385
| -30% | -$185K | 0.36% | 57 |
|
|
2021
Q4 | $817K | Buy |
+1,266
| New | +$817K | 0.66% | 51 |
|