TBWA
Three Bridge Wealth Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $594K | Sell |
754
-1,828
| -71% | -$1.44M | 0.16% | 61 |
|
|
2025
Q1 | $1.59M | Sell |
2,582
-10
| -0.4% | -$6.14K | 0.55% | 32 |
|
|
2024
Q4 | $1.63M | Buy |
2,592
+1,131
| +77% | +$711K | 0.57% | 32 |
|
|
2024
Q3 | $907K | Hold |
1,461
| – | – | 0.33% | 44 |
|
|
2024
Q2 | $960K | Sell |
1,461
-175
| -11% | -$115K | 0.38% | 42 |
|
|
2024
Q1 | $1.06M | Hold |
1,636
| – | – | 0.42% | 39 |
|
|
2023
Q4 | $1.02M | Hold |
1,636
| – | – | 0.35% | 41 |
|
|
2023
Q3 | $836K | Hold |
1,636
| – | – | 0.35% | 47 |
|
|
2023
Q2 | $750K | Buy |
1,636
+889
| +119% | +$407K | 0.32% | 51 |
|
|
2023
Q1 | $333K | Hold |
747
| – | – | 0.15% | 67 |
|
|
2022
Q4 | $291K | Sell |
747
-2,602
| -78% | -$1.01M | 0.16% | 65 |
|
|
2022
Q3 | $1.3M | Hold |
3,349
| – | – | 0.66% | 32 |
|
|
2022
Q2 | $1.29M | Hold |
3,349
| – | – | 0.63% | 35 |
|
|
2022
Q1 | $1.61M | Buy |
+3,349
| New | +$1.61M | 0.45% | 27 |
|