DWM
Drive Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
1,487
+69
| +5% | +$54.3K | 0.26% | 86 |
|
|
2025
Q1 | $871K | Buy |
1,418
+658
| +87% | +$404K | 0.2% | 96 |
|
|
2024
Q4 | $478K | Buy |
760
+18
| +2% | +$11.3K | 0.12% | 138 |
|
|
2024
Q3 | $461K | Sell |
742
-8
| -1% | -$4.97K | 0.12% | 143 |
|
|
2024
Q2 | $493K | Buy |
750
+25
| +3% | +$16.4K | 0.13% | 136 |
|
|
2024
Q1 | $471K | Buy |
725
+30
| +4% | +$19.5K | 0.13% | 146 |
|
|
2023
Q4 | $434K | Buy |
695
+24
| +4% | +$15K | 0.14% | 138 |
|
|
2023
Q3 | $343K | Buy |
671
+41
| +7% | +$21K | 0.13% | 154 |
|
|
2023
Q2 | $289K | Buy |
630
+67
| +12% | +$30.7K | 0.11% | 182 |
|
|
2023
Q1 | $251K | Buy |
+563
| New | +$251K | 0.11% | 211 |
|