KWM
Kolinsky Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $749K | Buy |
1,192
+19
| +2% | +$11.9K | 0.46% | 36 |
|
|
2024
Q3 | $728K | Sell |
1,173
-22
| -2% | -$13.7K | 0.47% | 36 |
|
|
2024
Q2 | $785K | Buy |
1,195
+77
| +7% | +$50.6K | 0.56% | 31 |
|
|
2024
Q1 | $727K | Buy |
1,118
+36
| +3% | +$23.4K | 0.56% | 33 |
|
|
2023
Q4 | $676K | Sell |
1,082
-38
| -3% | -$23.8K | 0.6% | 29 |
|
|
2023
Q3 | $572K | Buy |
1,120
+12
| +1% | +$6.13K | 0.57% | 32 |
|
|
2023
Q2 | $505K | Sell |
1,108
-278
| -20% | -$127K | 0.48% | 43 |
|
|
2023
Q1 | $618K | Buy |
1,386
+45
| +3% | +$20.1K | 0.66% | 24 |
|
|
2022
Q4 | $522K | Buy |
1,341
+85
| +7% | +$33.1K | 0.6% | 30 |
|
|
2022
Q3 | $486K | Buy |
1,256
+9
| +0.7% | +$3.48K | 0.61% | 31 |
|
|
2022
Q2 | $481K | Buy |
1,247
+7
| +0.6% | +$2.7K | 0.57% | 33 |
|
|
2022
Q1 | $596K | Buy |
1,240
+121
| +11% | +$58.2K | 0.58% | 29 |
|
|
2021
Q4 | $720K | Buy |
+1,119
| New | +$720K | 0.67% | 21 |
|