GWM
INTU icon

GoalFusion Wealth Management’s Intuit INTU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-351
Closed -$231K 31
2024
Q2
$231K Hold
351
0.14% 28
2024
Q1
$228K Buy
351
+1
+0.3% +$649 0.15% 27
2023
Q4
$219K Buy
+350
New +$219K 0.15% 27