MSWM
Mowery & Schoenfeld Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $129K | Sell |
164
-12
| -7% | -$9.46K | 0.2% | 59 |
|
|
2025
Q1 | $108K | Buy |
176
+12
| +7% | +$7.37K | 0.21% | 78 |
|
|
2024
Q4 | $103K | Buy |
164
+39
| +31% | +$24.5K | 0.2% | 69 |
|
|
2024
Q3 | $77.6K | Hold |
125
| – | – | 0.12% | 74 |
|
|
2024
Q2 | $82.2K | Hold |
125
| – | – | 0.12% | 73 |
|
|
2024
Q1 | $81.3K | Buy |
+125
| New | +$81.3K | 0.16% | 60 |
|