BWA
BlueChip Wealth Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-426
| Closed | -$265K | – | 148 |
|
|
2024
Q3 | $265K | Hold |
426
| – | – | 0.14% | 131 |
|
|
2024
Q2 | $280K | Buy |
+426
| New | +$280K | 0.16% | 109 |
|
|
2024
Q1 | – | Sell |
-426
| Closed | -$266K | – | 127 |
|
|
2023
Q4 | $266K | Buy |
+426
| New | +$266K | 0.19% | 98 |
|