MWM
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Modern Wealth Management’s Intuit INTU Stock Holding History

Modern Wealth Management’s Portfolio INTU Stock Details INTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$703K Hold
892
– – 0.02% 417
2025
Q1 		$548K Buy
892
+456
+105% +$280K 0.02% 400
2024
Q4 		$274K Buy
+436
New +$274K 0.01% 476