AEPWM
Atlantic Edge Private Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.8K | Hold |
81
| – | – | 0.02% | 191 |
|
|
2025
Q1 | $49.7K | Buy |
81
+68
| +523% | +$41.8K | 0.02% | 205 |
|
|
2024
Q4 | $8.17K | Buy |
13
+4
| +44% | +$2.51K | ﹤0.01% | 353 |
|
|
2024
Q3 | $5.59K | Hold |
9
| – | – | ﹤0.01% | 384 |
|
|
2024
Q2 | $5.92K | Hold |
9
| – | – | ﹤0.01% | 359 |
|
|
2024
Q1 | $5.85K | Hold |
9
| – | – | ﹤0.01% | 370 |
|
|
2023
Q4 | $5.63K | Buy |
+9
| New | +$5.63K | ﹤0.01% | 352 |
|