PWMG
Pinnacle Wealth Management Group’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,000
| Closed | -$446K | – | 97 |
|
|
2023
Q1 | $446K | Hold |
1,000
| – | – | 0.39% | 56 |
|
|
2022
Q4 | $389K | Hold |
1,000
| – | – | 0.34% | 63 |
|
|
2022
Q3 | $387K | Hold |
1,000
| – | – | 0.34% | 63 |
|
|
2022
Q2 | $385K | Hold |
1,000
| – | – | 0.32% | 71 |
|
|
2022
Q1 | $481K | Hold |
1,000
| – | – | 0.36% | 64 |
|
|
2021
Q4 | $643K | Hold |
1,000
| – | – | 0.48% | 50 |
|
|
2021
Q3 | $540K | Hold |
1,000
| – | – | 0.41% | 62 |
|
|
2021
Q2 | $490K | Buy |
+1,000
| New | +$490K | 0.36% | 70 |
|