MWM
Mascoma Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.3K | Sell |
8
-4
| -33% | -$3.15K | ﹤0.01% | 367 |
|
|
2025
Q1 | $7.37K | Hold |
12
| – | – | ﹤0.01% | 362 |
|
|
2024
Q4 | $7.54K | Buy |
12
+4
| +50% | +$2.51K | ﹤0.01% | 370 |
|
|
2024
Q3 | $4.97K | Hold |
8
| – | – | ﹤0.01% | 387 |
|
|
2024
Q2 | $5.26K | Hold |
8
| – | – | ﹤0.01% | 405 |
|
|
2024
Q1 | $5.2K | Hold |
8
| – | – | ﹤0.01% | 376 |
|
|
2023
Q4 | $5K | Hold |
8
| – | – | ﹤0.01% | 386 |
|
|
2023
Q3 | $4.09K | Buy |
+8
| New | +$4.09K | ﹤0.01% | 415 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 582 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 656 |
|
|
2022
Q4 | – | Sell |
-11
| Closed | -$4K | – | 647 |
|
|
2022
Q3 | $4K | Sell |
11
-11
| -50% | -$4K | ﹤0.01% | 503 |
|
|
2022
Q2 | $8K | Sell |
22
-24
| -52% | -$8.73K | ﹤0.01% | 447 |
|
|
2022
Q1 | $22K | Buy |
46
+6
| +15% | +$2.87K | 0.01% | 354 |
|
|
2021
Q4 | $26K | Buy |
40
+39
| +3,900% | +$25.4K | 0.01% | 293 |
|
|
2021
Q3 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 431 |
|
|
2021
Q2 | – | Sell |
-1
| Closed | – | – | 272 |
|
|
2021
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 451 |
|