SWM
Segment Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.6M | Sell |
31,203
-484
| -2% | -$381K | 1.56% | 11 |
|
|
2025
Q1 | $19.5M | Buy |
31,687
+743
| +2% | +$456K | 1.32% | 19 |
|
|
2024
Q4 | $19.4M | Buy |
30,944
+161
| +0.5% | +$101K | 1.33% | 15 |
|
|
2024
Q3 | $19.1M | Buy |
30,783
+135
| +0.4% | +$83.8K | 1.31% | 14 |
|
|
2024
Q2 | $20.1M | Buy |
30,648
+431
| +1% | +$283K | 1.49% | 13 |
|
|
2024
Q1 | $19.6M | Buy |
30,217
+1,092
| +4% | +$710K | 1.49% | 12 |
|
|
2023
Q4 | $18.2M | Buy |
29,125
+1,053
| +4% | +$658K | 1.61% | 9 |
|
|
2023
Q3 | $14.3M | Buy |
28,072
+770
| +3% | +$393K | 1.46% | 11 |
|
|
2023
Q2 | $12.5M | Sell |
27,302
-376
| -1% | -$172K | 1.29% | 17 |
|
|
2023
Q1 | $12.3M | Buy |
27,678
+748
| +3% | +$333K | 1.4% | 15 |
|
|
2022
Q4 | $10.5M | Buy |
26,930
+556
| +2% | +$216K | 1.21% | 33 |
|
|
2022
Q3 | $10.2M | Buy |
26,374
+1,085
| +4% | +$420K | 1.28% | 21 |
|
|
2022
Q2 | $9.75M | Buy |
25,289
+1,809
| +8% | +$697K | 1.24% | 28 |
|
|
2022
Q1 | $11.3M | Buy |
23,480
+1,506
| +7% | +$724K | 1.16% | 19 |
|
|
2021
Q4 | $14.1M | Buy |
21,974
+3
| +0% | +$1.93K | 1.48% | 12 |
|
|
2021
Q3 | $11.9M | Buy |
21,971
+80
| +0.4% | +$43.2K | 1.41% | 11 |
|
|
2021
Q2 | $10.7M | Buy |
21,891
+580
| +3% | +$284K | 1.27% | 14 |
|
|
2021
Q1 | $8.16M | Buy |
21,311
+691
| +3% | +$265K | 1.08% | 32 |
|
|
2020
Q4 | $7.83M | Sell |
20,620
-862
| -4% | -$327K | 1.13% | 28 |
|
|
2020
Q3 | $7.01M | Buy |
21,482
+18,783
| +696% | +$6.13M | 1.14% | 31 |
|
|
2020
Q2 | $799K | Buy |
2,699
+1,115
| +70% | +$330K | 0.15% | 100 |
|
|
2020
Q1 | $364K | Buy |
+1,584
| New | +$364K | 0.08% | 136 |
|