PPWM
PFG Private Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7
| Closed | -$4.3K | – | 143 |
|
|
2025
Q1 | $4.3K | Hold |
7
| – | – | ﹤0.01% | 182 |
|
|
2024
Q4 | $4.4K | Hold |
7
| – | – | ﹤0.01% | 158 |
|
|
2024
Q3 | $4.35K | Hold |
7
| – | – | ﹤0.01% | 166 |
|
|
2024
Q2 | $4.6K | Hold |
7
| – | – | ﹤0.01% | 162 |
|
|
2024
Q1 | $4.55K | Hold |
7
| – | – | ﹤0.01% | 156 |
|
|
2023
Q4 | $4.38K | Hold |
7
| – | – | ﹤0.01% | 163 |
|
|
2023
Q3 | $3.58K | Hold |
7
| – | – | ﹤0.01% | 230 |
|
|
2023
Q2 | $3.21K | Hold |
7
| – | – | ﹤0.01% | 240 |
|
|
2023
Q1 | $3.12K | Hold |
7
| – | – | ﹤0.01% | 242 |
|
|
2022
Q4 | $3K | Sell |
7
-6
| -46% | -$2.57K | ﹤0.01% | 264 |
|
|
2022
Q3 | $5K | Buy |
13
+6
| +86% | +$2.31K | ﹤0.01% | 215 |
|
|
2022
Q2 | $3K | Hold |
7
| – | – | ﹤0.01% | 261 |
|
|
2022
Q1 | $3K | Sell |
7
-157
| -96% | -$67.3K | ﹤0.01% | 254 |
|
|
2021
Q4 | $105K | Buy |
164
+157
| +2,243% | +$101K | 0.05% | 102 |
|
|
2021
Q3 | $4K | Buy |
+7
| New | +$4K | ﹤0.01% | 219 |
|