PWM
Power Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-337
| Closed | -$212K | – | 89 |
|
|
2024
Q4 | $212K | Sell |
337
-42
| -11% | -$26.4K | 0.09% | 89 |
|
|
2024
Q3 | $235K | Buy |
379
+27
| +8% | +$16.8K | 0.1% | 87 |
|
|
2024
Q2 | $231K | Sell |
352
-349
| -50% | -$229K | 0.11% | 92 |
|
|
2024
Q1 | $456K | Sell |
701
-58
| -8% | -$37.7K | 0.29% | 68 |
|
|
2023
Q4 | $474K | Buy |
+759
| New | +$474K | 0.33% | 57 |
|