Private Wealth Management Group’s Intuit INTU Stock Holding History

Private Wealth Management Group’s Portfolio INTU Stock Details INTU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$96.3K	Hold
2025 Q2	$111K	Buy
2025 Q1	$84.7K	Buy
2024 Q4	$86.1K	Buy
2024 Q3	$83.8K	Buy
2024 Q2	$88.1K	Buy
2024 Q1	$85.2K	Hold
2023 Q4	$81.9K	Buy