KWM
Kingsview Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
1,537
+22
| +1% | +$17.3K | 0.02% | 541 |
|
|
2025
Q1 | $930K | Sell |
1,515
-40
| -3% | -$24.6K | 0.02% | 559 |
|
|
2024
Q4 | $977K | Sell |
1,555
-21
| -1% | -$13.2K | 0.02% | 556 |
|
|
2024
Q3 | $978K | Buy |
1,576
+353
| +29% | +$219K | 0.02% | 535 |
|
|
2024
Q2 | $804K | Buy |
1,223
+1
| +0.1% | +$657 | 0.02% | 566 |
|
|
2024
Q1 | $795K | Buy |
1,222
+75
| +7% | +$48.8K | 0.02% | 559 |
|
|
2023
Q4 | $717K | Buy |
1,147
+92
| +9% | +$57.5K | 0.02% | 557 |
|
|
2023
Q3 | $539K | Sell |
1,055
-134
| -11% | -$68.5K | 0.02% | 600 |
|
|
2023
Q2 | $545K | Buy |
1,189
+146
| +14% | +$66.9K | 0.02% | 567 |
|
|
2023
Q1 | $465K | Buy |
1,043
+20
| +2% | +$8.92K | 0.02% | 599 |
|
|
2022
Q4 | $398K | Sell |
1,023
-9
| -0.9% | -$3.5K | 0.02% | 579 |
|
|
2022
Q3 | $400K | Buy |
1,032
+193
| +23% | +$74.8K | 0.02% | 559 |
|
|
2022
Q2 | $323K | Sell |
839
-35
| -4% | -$13.5K | 0.02% | 645 |
|
|
2022
Q1 | $420K | Sell |
874
-792
| -48% | -$381K | 0.02% | 614 |
|
|
2021
Q4 | $1.07M | Sell |
1,666
-28
| -2% | -$18K | 0.04% | 372 |
|
|
2021
Q3 | $914K | Sell |
1,694
-191
| -10% | -$103K | 0.04% | 401 |
|
|
2021
Q2 | $926K | Buy |
1,885
+1,026
| +119% | +$504K | 0.05% | 397 |
|
|
2021
Q1 | $340K | Buy |
859
+28
| +3% | +$11.1K | 0.02% | 602 |
|
|
2020
Q4 | $316K | Buy |
831
+4
| +0.5% | +$1.52K | 0.02% | 541 |
|
|
2020
Q3 | $270K | Buy |
+827
| New | +$270K | 0.02% | 499 |
|
|
2019
Q2 | – | Sell |
-2,136
| Closed | -$558K | – | 441 |
|
|
2019
Q1 | $558K | Buy |
2,136
+40
| +2% | +$10.4K | 0.08% | 251 |
|
|
2018
Q4 | $413K | Buy |
2,096
+49
| +2% | +$9.66K | 0.09% | 237 |
|
|
2018
Q3 | $465K | Buy |
2,047
+3
| +0.1% | +$681 | 0.09% | 234 |
|
|
2018
Q2 | $417K | Buy |
2,044
+5
| +0.2% | +$1.02K | 0.1% | 216 |
|
|
2018
Q1 | $354K | Buy |
2,039
+4
| +0.2% | +$694 | 0.09% | 239 |
|
|
2017
Q4 | $321K | Sell |
2,035
-95
| -4% | -$15K | 0.11% | 236 |
|
|
2017
Q3 | $303K | Buy |
2,130
+5
| +0.2% | +$711 | 0.13% | 209 |
|
|
2017
Q2 | $282K | Buy |
+2,125
| New | +$282K | 0.15% | 194 |
|