QPWM
Quadrant Private Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-385
| Closed | -$239K | – | 248 |
|
|
2024
Q3 | $239K | Buy |
385
+29
| +8% | +$18K | 0.06% | 210 |
|
|
2024
Q2 | $234K | Buy |
356
+11
| +3% | +$7.23K | 0.05% | 217 |
|
|
2024
Q1 | $224K | Sell |
345
-11
| -3% | -$7.15K | 0.06% | 209 |
|
|
2023
Q4 | $223K | Buy |
+356
| New | +$223K | 0.06% | 203 |
|