PWP
Precedent Wealth Partners’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
1,859
+373
| +25% | +$294K | 0.36% | 80 |
|
|
2025
Q1 | $913K | Buy |
1,486
+523
| +54% | +$321K | 0.25% | 101 |
|
|
2024
Q4 | $605K | Buy |
963
+91
| +10% | +$57.2K | 0.2% | 111 |
|
|
2024
Q3 | $542K | Buy |
872
+360
| +70% | +$224K | 0.18% | 108 |
|
|
2024
Q2 | $337K | Buy |
+512
| New | +$337K | 0.14% | 115 |
|