Private Wealth Management Group’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111K | Buy |
141
+3
| +2% | +$2.36K | 0.04% | 111 |
|
|
2025
Q1 | $84.7K | Buy |
138
+1
| +0.7% | +$614 | 0.03% | 123 |
|
|
2024
Q4 | $86.1K | Buy |
137
+2
| +1% | +$1.26K | 0.03% | 121 |
|
|
2024
Q3 | $83.8K | Buy |
135
+1
| +0.7% | +$621 | 0.03% | 119 |
|
|
2024
Q2 | $88.1K | Buy |
134
+3
| +2% | +$1.97K | 0.04% | 112 |
|
|
2024
Q1 | $85.2K | Hold |
131
| – | – | 0.04% | 108 |
|
|
2023
Q4 | $81.9K | Buy |
+131
| New | +$81.9K | 0.04% | 111 |
|