PGWM
Parisi Gray Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-54
| Closed | -$27K | – | 325 |
|
|
2021
Q2 | $27K | Buy |
+54
| New | +$27K | 0.01% | 343 |
|
|
2019
Q2 | – | Sell |
-218
| Closed | -$57K | – | 268 |
|
|
2019
Q1 | $57K | Hold |
218
| – | – | 0.04% | 205 |
|
|
2018
Q4 | $43K | Hold |
218
| – | – | 0.03% | 222 |
|
|
2018
Q3 | $49K | Sell |
218
-516
| -70% | -$116K | 0.03% | 230 |
|
|
2018
Q2 | $153K | Hold |
734
| – | – | 0.1% | 113 |
|
|
2018
Q1 | $125K | Sell |
734
-65
| -8% | -$11.1K | 0.1% | 122 |
|
|
2017
Q4 | $127K | Buy |
+799
| New | +$127K | 0.09% | 121 |
|