MWM
Moran Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.5M | Sell |
37,460
-963
| -3% | -$758K | 0.91% | 20 |
|
|
2025
Q1 | $23.6M | Sell |
38,423
-631
| -2% | -$387K | 0.79% | 23 |
|
|
2024
Q4 | $24.5M | Sell |
39,054
-33
| -0.1% | -$20.7K | 0.78% | 28 |
|
|
2024
Q3 | $24.3M | Buy |
39,087
+290
| +0.7% | +$180K | 0.75% | 33 |
|
|
2024
Q2 | $25.5M | Sell |
38,797
-111
| -0.3% | -$73K | 0.84% | 23 |
|
|
2024
Q1 | $25.3M | Sell |
38,908
-347
| -0.9% | -$226K | 0.82% | 22 |
|
|
2023
Q4 | $24.5M | Sell |
39,255
-131
| -0.3% | -$81.9K | 0.87% | 21 |
|
|
2023
Q3 | $20.1M | Sell |
39,386
-117
| -0.3% | -$59.8K | 0.78% | 35 |
|
|
2023
Q2 | $18.1M | Sell |
39,503
-752
| -2% | -$345K | 0.68% | 50 |
|
|
2023
Q1 | $17.9M | Buy |
40,255
+1,977
| +5% | +$881K | 0.68% | 46 |
|
|
2022
Q4 | $14.9M | Buy |
+38,278
| New | +$14.9M | 0.57% | 56 |
|