PWAM
Pinnacle West Asset Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Hold |
1,365
| – | – | 0.74% | 38 |
|
|
2025
Q1 | $838K | Buy |
1,365
+5
| +0.4% | +$3.07K | 0.61% | 47 |
|
|
2024
Q4 | $855K | Hold |
1,360
| – | – | 0.61% | 46 |
|
|
2024
Q3 | $845K | Hold |
1,360
| – | – | 0.61% | 50 |
|
|
2024
Q2 | $894K | Buy |
1,360
+40
| +3% | +$26.3K | 0.7% | 46 |
|
|
2024
Q1 | $858K | Hold |
1,320
| – | – | 0.68% | 49 |
|
|
2023
Q4 | $825K | Buy |
1,320
+130
| +11% | +$81.3K | 0.71% | 48 |
|
|
2023
Q3 | $608K | Buy |
1,190
+140
| +13% | +$71.5K | 0.6% | 53 |
|
|
2023
Q2 | $481K | Sell |
1,050
-25
| -2% | -$11.5K | 0.47% | 68 |
|
|
2023
Q1 | $479K | Buy |
+1,075
| New | +$479K | 0.5% | 67 |
|