MGWM
Marks Group Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.84M | Sell |
12,489
-1,550
| -11% | -$1.22M | 0.91% | 22 |
|
|
2025
Q1 | $8.62M | Buy |
+14,039
| New | +$8.62M | 0.83% | 43 |
|
|
2022
Q3 | – | Sell |
-1,635
| Closed | -$630K | – | 289 |
|
|
2022
Q2 | $630K | Buy |
1,635
+117
| +8% | +$45.1K | 0.09% | 195 |
|
|
2022
Q1 | $730K | Buy |
1,518
+218
| +17% | +$105K | 0.09% | 196 |
|
|
2021
Q4 | $866K | Buy |
+1,300
| New | +$866K | 0.11% | 188 |
|