GWMR
GC Wealth Management RIA’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.9M | Buy |
3,682
+2,898
| +370% | +$2.28M | 0.24% | 94 |
|
|
2025
Q1 | $481K | Buy |
784
+35
| +5% | +$21.5K | 0.09% | 182 |
|
|
2024
Q4 | $471K | Sell |
749
-491
| -40% | -$309K | 0.08% | 185 |
|
|
2024
Q3 | $770K | Buy |
1,240
+393
| +46% | +$244K | 0.13% | 132 |
|
|
2024
Q2 | $557K | Sell |
847
-182
| -18% | -$120K | 0.11% | 155 |
|
|
2024
Q1 | $669K | Sell |
1,029
-35
| -3% | -$22.8K | 0.13% | 135 |
|
|
2023
Q4 | $665K | Buy |
+1,064
| New | +$665K | 0.3% | 88 |
|