SWS
SYSTM Wealth Solutions’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,629
| Closed | -$6.99M | – | 353 |
|
|
2024
Q2 | $6.99M | Sell |
10,629
-4,982
| -32% | -$3.27M | 1.56% | 12 |
|
|
2024
Q1 | $10.1M | Buy |
15,611
+615
| +4% | +$400K | 1.28% | 8 |
|
|
2023
Q4 | $9.37M | Buy |
14,996
+214
| +1% | +$134K | 1.3% | 8 |
|
|
2023
Q3 | $7.55M | Sell |
14,782
-240
| -2% | -$123K | 1.16% | 12 |
|
|
2023
Q2 | $6.88M | Buy |
15,022
+1,689
| +13% | +$774K | 0.93% | 17 |
|
|
2023
Q1 | $5.94M | Sell |
13,333
-873
| -6% | -$389K | 0.92% | 20 |
|
|
2022
Q4 | $5.53M | Buy |
+14,206
| New | +$5.53M | 0.69% | 24 |
|