NWAM LLC’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-322
| Closed | -$200K | – | 621 |
|
2024
Q3 | $200K | Sell |
322
-37
| -10% | -$23K | 0.01% | 597 |
|
2024
Q2 | $236K | Buy |
359
+16
| +5% | +$10.5K | 0.07% | 132 |
|
2024
Q1 | $221K | Sell |
343
-40
| -10% | -$25.7K | 0.02% | 518 |
|
2023
Q4 | $239K | Buy |
+383
| New | +$239K | 0.02% | 490 |
|