GWA
Gratus Wealth Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Hold |
1,397
| – | – | 0.17% | 56 |
|
|
2025
Q1 | $858K | Sell |
1,397
-14
| -1% | -$8.6K | 0.14% | 65 |
|
|
2024
Q4 | $887K | Hold |
1,411
| – | – | 0.14% | 66 |
|
|
2024
Q3 | $850K | Hold |
1,411
| – | – | 0.14% | 71 |
|
|
2024
Q2 | $898K | Hold |
1,411
| – | – | 0.15% | 63 |
|
|
2024
Q1 | $858K | Hold |
1,411
| – | – | 0.16% | 64 |
|
|
2023
Q4 | $882K | Buy |
+1,411
| New | +$882K | 0.17% | 60 |
|