SWM
Scissortail Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Buy |
2,640
+2,093
| +383% | +$1.65M | 0.5% | 51 |
|
|
2025
Q1 | $336K | Sell |
547
-250
| -31% | -$153K | 0.09% | 86 |
|
|
2024
Q4 | $501K | Buy |
797
+788
| +8,756% | +$495K | 0.13% | 85 |
|
|
2024
Q3 | $495K | Sell |
9
-20,434
| -100% | -$1.12B | 0.12% | 86 |
|
|
2024
Q2 | $9.94M | Buy |
20,443
+19,751
| +2,854% | +$9.6M | 2.53% | 8 |
|
|
2024
Q1 | $450K | Buy |
+692
| New | +$450K | 0.12% | 87 |
|
|
2022
Q4 | – | Sell |
-1,098
| Closed | -$423K | – | 142 |
|
|
2022
Q3 | $423K | Buy |
1,098
+204
| +23% | +$78.6K | 0.22% | 63 |
|
|
2022
Q2 | $575K | Sell |
894
-204
| -19% | -$131K | 0.22% | 56 |
|
|
2022
Q1 | $524K | Buy |
1,098
+204
| +23% | +$97.4K | 0.26% | 61 |
|
|
2021
Q4 | $575K | Buy |
+894
| New | +$575K | 0.22% | 56 |
|