GPWM
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Grant Private Wealth Management’s Intuit INTU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,804
Closed -$1.72M 102
2025
Q1
$1.72M Sell
2,804
-128
-4% -$78.4K 1.85% 14
2024
Q4
$1.84M Buy
+2,932
New +$1.84M 1.99% 11