PWM
Prentice Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $642K | Sell |
815
-5
| -0.6% | -$3.94K | 0.17% | 65 |
|
|
2025
Q1 | $503K | Buy |
820
+48
| +6% | +$29.5K | 0.15% | 78 |
|
|
2024
Q4 | $485K | Buy |
772
+64
| +9% | +$40.2K | 0.14% | 81 |
|
|
2024
Q3 | $440K | Buy |
708
+342
| +93% | +$212K | 0.13% | 85 |
|
|
2024
Q2 | $241K | Buy |
366
+31
| +9% | +$20.4K | 0.08% | 102 |
|
|
2024
Q1 | $218K | Hold |
335
| – | – | 0.08% | 106 |
|
|
2023
Q4 | $209K | Buy |
+335
| New | +$209K | 0.08% | 101 |
|
|
2022
Q1 | – | Sell |
-342
| Closed | -$221K | – | 102 |
|
|
2021
Q4 | $221K | Hold |
342
| – | – | 0.1% | 97 |
|
|
2021
Q3 | $185K | Sell |
342
-1
| -0.3% | -$541 | 0.09% | 103 |
|
|
2021
Q2 | $168K | Buy |
343
+113
| +49% | +$55.3K | 0.09% | 110 |
|
|
2021
Q1 | $88K | Buy |
+230
| New | +$88K | 0.05% | 136 |
|