SPWG
Sage Private Wealth Group’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $558K | Buy |
708
+1
| +0.1% | +$788 | 0.36% | 34 |
|
|
2025
Q1 | $434K | Buy |
707
+50
| +8% | +$30.7K | 0.33% | 43 |
|
|
2024
Q4 | $413K | Buy |
657
+24
| +4% | +$15.1K | 0.31% | 46 |
|
|
2024
Q3 | $393K | Buy |
633
+2
| +0.3% | +$1.24K | 0.31% | 50 |
|
|
2024
Q2 | $415K | Buy |
631
+61
| +11% | +$40.1K | 0.35% | 43 |
|
|
2024
Q1 | $371K | Buy |
570
+154
| +37% | +$100K | 0.3% | 50 |
|
|
2023
Q4 | $260K | Buy |
+416
| New | +$260K | 0.23% | 51 |
|
|
2022
Q4 | – | Sell |
-379
| Closed | -$147K | – | 115 |
|
|
2022
Q3 | $147K | Hold |
379
| – | – | 0.19% | 56 |
|
|
2022
Q2 | $146K | Buy |
379
+27
| +8% | +$10.4K | 0.21% | 56 |
|
|
2022
Q1 | $169K | Buy |
352
+39
| +12% | +$18.7K | 0.16% | 58 |
|
|
2021
Q4 | $201K | Sell |
313
-19
| -6% | -$12.2K | 0.25% | 49 |
|
|
2021
Q3 | $179K | Hold |
332
| – | – | 0.25% | 50 |
|
|
2021
Q2 | $163K | Hold |
332
| – | – | 0.22% | 53 |
|
|
2021
Q1 | $127K | Hold |
332
| – | – | 0.22% | 59 |
|
|
2020
Q4 | $126K | Buy |
+332
| New | +$126K | 0.35% | 51 |
|