SWMG
Signature Wealth Management Group’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54M | Buy |
3,219
+22
| +0.7% | +$17.3K | 1% | 40 |
|
|
2025
Q1 | $1.96M | Buy |
3,197
+134
| +4% | +$82.3K | 0.76% | 51 |
|
|
2024
Q4 | $1.93M | Buy |
3,063
+184
| +6% | +$116K | 0.77% | 52 |
|
|
2024
Q3 | $1.79M | Buy |
2,879
+65
| +2% | +$40.4K | 0.72% | 51 |
|
|
2024
Q2 | $1.85M | Buy |
2,814
+67
| +2% | +$44K | 0.81% | 48 |
|
|
2024
Q1 | $1.66M | Sell |
2,747
-49
| -2% | -$29.7K | 0.76% | 46 |
|
|
2023
Q4 | $1.75M | Buy |
+2,796
| New | +$1.75M | 0.81% | 40 |
|
|
2023
Q2 | $1.31M | Sell |
2,852
-163
| -5% | -$74.7K | 0.61% | 57 |
|
|
2023
Q1 | $1.34M | Sell |
3,015
-826
| -22% | -$368K | 0.64% | 53 |
|
|
2022
Q4 | $1.5M | Sell |
3,841
-555
| -13% | -$216K | 0.73% | 49 |
|
|
2022
Q3 | $1.7M | Sell |
4,396
-248
| -5% | -$96.1K | 0.87% | 49 |
|
|
2022
Q2 | $1.79M | Buy |
+4,644
| New | +$1.79M | 0.87% | 53 |
|