DWM
Darwin Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Sell |
2,926
-495
| -14% | -$390K | 0.8% | 35 |
|
|
2025
Q1 | $2.15M | Hold |
3,421
| – | – | 0.72% | 41 |
|
|
2024
Q4 | $2.15M | Sell |
3,421
-722
| -17% | -$454K | 0.72% | 41 |
|
|
2024
Q3 | $2.57M | Buy |
+4,143
| New | +$2.57M | 0.71% | 46 |
|
|
2024
Q2 | – | Sell |
-4,448
| Closed | -$2.89M | – | 108 |
|
|
2024
Q1 | $2.89M | Buy |
4,448
+3,975
| +840% | +$2.58M | 0.81% | 36 |
|
|
2023
Q4 | $296K | Sell |
473
-83
| -15% | -$51.9K | 0.08% | 114 |
|
|
2023
Q3 | $284K | Sell |
556
-4,111
| -88% | -$2.1M | 0.08% | 121 |
|
|
2023
Q2 | $2.16M | Buy |
4,667
+1,008
| +28% | +$467K | 0.56% | 54 |
|
|
2023
Q1 | $1.61M | Sell |
3,659
-43
| -1% | -$18.9K | 0.44% | 50 |
|
|
2022
Q4 | $1.46M | Sell |
3,702
-260
| -7% | -$102K | 0.38% | 56 |
|
|
2022
Q3 | $1.6M | Sell |
3,962
-480
| -11% | -$194K | 0.4% | 61 |
|
|
2022
Q2 | $1.99M | Sell |
4,442
-538
| -11% | -$240K | 0.4% | 58 |
|
|
2022
Q1 | $2.4M | Buy |
4,980
+413
| +9% | +$199K | 0.39% | 56 |
|
|
2021
Q4 | $2.49M | Buy |
4,567
+4,014
| +726% | +$2.19M | 0.39% | 55 |
|
|
2021
Q3 | $298K | Buy |
+553
| New | +$298K | 0.05% | 142 |
|
|
2020
Q2 | – | Sell |
-10,575
| Closed | -$2.43M | – | 442 |
|
|
2020
Q1 | $2.43M | Sell |
10,575
-26
| -0.2% | -$5.98K | 0.77% | 45 |
|
|
2019
Q4 | $2.78M | Buy |
10,601
+550
| +5% | +$144K | 0.74% | 57 |
|
|
2019
Q3 | $2.67M | Buy |
10,051
+507
| +5% | +$135K | 0.79% | 52 |
|
|
2019
Q2 | $2.49M | Sell |
9,544
-394
| -4% | -$103K | 0.77% | 55 |
|
|
2019
Q1 | $2.6M | Buy |
+9,938
| New | +$2.6M | 0.86% | 39 |
|