PWAG
Polaris Wealth Advisory Group’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,460
| Closed | -$1.99M | – | 170 |
|
|
2023
Q1 | $1.99M | Buy |
+4,460
| New | +$1.99M | 0.15% | 97 |
|
|
2020
Q1 | – | Sell |
-1,705
| Closed | -$472K | – | 149 |
|
|
2019
Q4 | $472K | Buy |
1,705
+82
| +5% | +$22.7K | 0.03% | 115 |
|
|
2019
Q3 | $423K | Sell |
1,623
-939
| -37% | -$245K | 0.03% | 121 |
|
|
2019
Q2 | $677K | Buy |
2,562
+1,230
| +92% | +$325K | 0.05% | 103 |
|
|
2019
Q1 | $354K | Buy |
1,332
+225
| +20% | +$59.8K | 0.03% | 123 |
|
|
2018
Q4 | $218K | Sell |
1,107
-573
| -34% | -$113K | 0.02% | 136 |
|
|
2018
Q3 | $382K | Sell |
1,680
-1,397
| -45% | -$318K | 0.03% | 114 |
|
|
2018
Q2 | $533K | Hold |
3,077
| – | – | 0.05% | 84 |
|
|
2018
Q1 | $533K | Sell |
3,077
-317
| -9% | -$54.9K | 0.04% | 102 |
|
|
2017
Q4 | $536K | Buy |
3,394
+193
| +6% | +$30.5K | 0.04% | 102 |
|
|
2017
Q3 | $455K | Buy |
+3,201
| New | +$455K | 0.04% | 103 |
|