NWAG
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Net Worth Advisory Group’s Intuit INTU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.5M Sell
3,178
-4
-0.1% -$3.15K 0.55% 37
2025
Q1
$1.95M Buy
3,182
+119
+4% +$73.1K 0.61% 24
2024
Q4
$1.92M Sell
3,063
-23
-0.7% -$14.5K 0.58% 28
2024
Q3
$1.92M Buy
+3,086
New +$1.92M 0.57% 28