RWB
RMR Wealth Builders’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Buy |
3,076
+135
| +5% | +$106K | 0.22% | 59 |
|
|
2025
Q1 | $1.81M | Buy |
2,941
+430
| +17% | +$264K | 0.19% | 71 |
|
|
2024
Q4 | $1.58M | Buy |
2,511
+177
| +8% | +$111K | 0.16% | 76 |
|
|
2024
Q3 | $1.45M | Sell |
2,334
-48
| -2% | -$29.8K | 0.15% | 81 |
|
|
2024
Q2 | $1.57M | Buy |
2,382
+146
| +7% | +$95.9K | 0.18% | 72 |
|
|
2024
Q1 | $1.45M | Buy |
2,236
+232
| +12% | +$151K | 0.18% | 74 |
|
|
2023
Q4 | $1.25M | Buy |
2,004
+176
| +10% | +$110K | 0.18% | 71 |
|
|
2023
Q3 | $934K | Buy |
1,828
+702
| +62% | +$359K | 0.15% | 74 |
|
|
2023
Q2 | $516K | Sell |
1,126
-977
| -46% | -$448K | 0.09% | 113 |
|
|
2023
Q1 | $938K | Buy |
2,103
+1,000
| +91% | +$446K | 0.18% | 67 |
|
|
2022
Q4 | $429K | Buy |
1,103
+43
| +4% | +$16.7K | 0.1% | 108 |
|
|
2022
Q3 | $410K | Sell |
1,060
-28
| -3% | -$10.8K | 0.1% | 108 |
|
|
2022
Q2 | $419K | Hold |
1,088
| – | – | 0.1% | 120 |
|
|
2022
Q1 | $523K | Buy |
+1,088
| New | +$523K | 0.11% | 117 |
|
|
2021
Q4 | – | Sell |
-1,030
| Closed | -$556K | – | 160 |
|
|
2021
Q3 | $556K | Hold |
1,030
| – | – | 0.16% | 94 |
|
|
2021
Q2 | $505K | Sell |
1,030
-775
| -43% | -$380K | 0.17% | 92 |
|
|
2021
Q1 | $691K | Buy |
1,805
+775
| +75% | +$297K | 0.18% | 82 |
|
|
2020
Q4 | $391K | Sell |
1,030
-885
| -46% | -$336K | 0.19% | 90 |
|
|
2020
Q3 | $625K | Buy |
1,915
+938
| +96% | +$306K | 0.16% | 97 |
|
|
2020
Q2 | $289K | Buy |
+977
| New | +$289K | 0.26% | 88 |
|
|
2019
Q4 | $256K | Buy |
+977
| New | +$256K | 0.25% | 91 |
|