DWM
Diversify Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.44M | Buy |
7,629
+763
| +11% | +$544K | 0.34% | 77 |
|
|
2025
Q1 | $4.28M | Buy |
6,866
+937
| +16% | +$584K | 0.32% | 84 |
|
|
2024
Q4 | $3.7M | Buy |
5,929
+3,001
| +102% | +$1.87M | 0.29% | 91 |
|
|
2024
Q3 | $1.76M | Buy |
2,928
+463
| +19% | +$279K | 0.17% | 148 |
|
|
2024
Q2 | $1.49M | Buy |
+2,465
| New | +$1.49M | 0.18% | 123 |
|