KWS
Keystone Wealth Services’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $574K | Hold |
729
| – | – | 0.14% | 162 |
|
|
2025
Q1 | $448K | Hold |
729
| – | – | 0.12% | 162 |
|
|
2024
Q4 | $458K | Hold |
729
| – | – | 0.12% | 158 |
|
|
2024
Q3 | $453K | Hold |
729
| – | – | 0.13% | 154 |
|
|
2024
Q2 | $479K | Hold |
729
| – | – | 0.15% | 134 |
|
|
2024
Q1 | $474K | Hold |
729
| – | – | 0.15% | 134 |
|
|
2023
Q4 | $456K | Buy |
+729
| New | +$456K | 0.16% | 131 |
|