MWM
Minot Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $881K | Sell |
2,286
-1,434
| -39% | -$553K | 0.23% | 82 |
|
|
2022
Q1 | $1.79M | Sell |
3,720
-1,960
| -35% | -$943K | 0.39% | 60 |
|
|
2021
Q4 | $3.65M | Buy |
5,680
+725
| +15% | +$466K | 0.7% | 42 |
|
|
2021
Q3 | $2.67M | Buy |
4,955
+525
| +12% | +$283K | 0.58% | 50 |
|
|
2021
Q2 | $2.25M | Buy |
4,430
+210
| +5% | +$106K | 0.49% | 57 |
|
|
2021
Q1 | $1.62M | Buy |
4,220
+1,166
| +38% | +$447K | 0.41% | 67 |
|
|
2020
Q4 | $1.16M | Buy |
3,054
+1,914
| +168% | +$727K | 0.35% | 73 |
|
|
2020
Q3 | $372K | Buy |
+1,140
| New | +$372K | 0.14% | 104 |
|