VA
Valmark Advisers’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.62M | Sell |
3,328
-3
| -0.1% | -$2.36K | 0.04% | 181 |
|
|
2025
Q1 | $2.05M | Buy |
3,331
+2
| +0.1% | +$1.23K | 0.03% | 205 |
|
|
2024
Q4 | $2.09M | Buy |
3,329
+1,499
| +82% | +$942K | 0.03% | 199 |
|
|
2024
Q3 | $1.14M | Buy |
1,830
+2
| +0.1% | +$1.24K | 0.02% | 282 |
|
|
2024
Q2 | $1.2M | Buy |
1,828
+20
| +1% | +$13.1K | 0.02% | 249 |
|
|
2024
Q1 | $1.18M | Buy |
1,808
+45
| +3% | +$29.3K | 0.02% | 241 |
|
|
2023
Q4 | $1.1M | Buy |
1,763
+289
| +20% | +$181K | 0.02% | 236 |
|
|
2023
Q3 | $753K | Sell |
1,474
-33
| -2% | -$16.9K | 0.02% | 266 |
|
|
2023
Q2 | $690K | Buy |
1,507
+4
| +0.3% | +$1.83K | 0.01% | 282 |
|
|
2023
Q1 | $670K | Sell |
1,503
-13
| -0.9% | -$5.8K | 0.01% | 274 |
|
|
2022
Q4 | $590K | Sell |
1,516
-9
| -0.6% | -$3.5K | 0.01% | 285 |
|
|
2022
Q3 | $591K | Buy |
1,525
+6
| +0.4% | +$2.33K | 0.01% | 259 |
|
|
2022
Q2 | $585K | Buy |
1,519
+4
| +0.3% | +$1.54K | 0.01% | 269 |
|
|
2022
Q1 | $728K | Sell |
1,515
-5
| -0.3% | -$2.4K | 0.01% | 250 |
|
|
2021
Q4 | $978K | Buy |
1,520
+9
| +0.6% | +$5.79K | 0.02% | 201 |
|
|
2021
Q3 | $815K | Sell |
1,511
-38
| -2% | -$20.5K | 0.01% | 208 |
|
|
2021
Q2 | $759K | Buy |
1,549
+93
| +6% | +$45.6K | 0.01% | 223 |
|
|
2021
Q1 | $558K | Buy |
1,456
+71
| +5% | +$27.2K | 0.01% | 256 |
|
|
2020
Q4 | $526K | Buy |
+1,385
| New | +$526K | 0.01% | 250 |
|