SWM
Spire Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.4M | Buy |
9,601
+4,495
| +88% | +$3.47M | 0.27% | 76 |
|
|
2025
Q1 | $3.14M | Sell |
5,106
-227
| -4% | -$139K | 0.1% | 188 |
|
|
2024
Q4 | $3.35M | Buy |
5,333
+795
| +18% | +$500K | 0.1% | 169 |
|
|
2024
Q3 | $2.82M | Buy |
4,538
+656
| +17% | +$407K | 0.1% | 174 |
|
|
2024
Q2 | $2.55M | Buy |
3,882
+187
| +5% | +$123K | 0.09% | 191 |
|
|
2024
Q1 | $2.4M | Buy |
3,695
+640
| +21% | +$416K | 0.04% | 224 |
|
|
2023
Q4 | $1.9M | Buy |
3,055
+611
| +25% | +$380K | 0.06% | 249 |
|
|
2023
Q3 | $1.25M | Sell |
2,444
-5,954
| -71% | -$3.04M | 0.05% | 287 |
|
|
2023
Q2 | $3.85M | Buy |
8,398
+395
| +5% | +$181K | 0.14% | 137 |
|
|
2023
Q1 | $3.57M | Buy |
8,003
+6,815
| +574% | +$3.04M | 0.14% | 142 |
|
|
2022
Q4 | $462K | Buy |
1,188
+19
| +2% | +$7.39K | 0.03% | 370 |
|
|
2022
Q3 | $453K | Sell |
1,169
-178
| -13% | -$69K | 0.03% | 347 |
|
|
2022
Q2 | $519K | Sell |
1,347
-653
| -33% | -$252K | 0.02% | 461 |
|
|
2022
Q1 | $962K | Sell |
2,000
-202
| -9% | -$97.2K | 0.03% | 398 |
|
|
2021
Q4 | $1.42M | Buy |
2,202
+170
| +8% | +$109K | 0.03% | 377 |
|
|
2021
Q3 | $1.1M | Buy |
2,032
+76
| +4% | +$41K | 0.03% | 393 |
|
|
2021
Q2 | $959K | Sell |
1,956
-197
| -9% | -$96.6K | 0.03% | 438 |
|
|
2021
Q1 | $602K | Buy |
+2,153
| New | +$602K | 0.02% | 605 |
|