TPWM
Twelve Points Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Hold |
352
| – | – | 0.07% | 160 |
|
|
2025
Q1 | $216K | Buy |
352
+2
| +0.6% | +$1.23K | 0.06% | 162 |
|
|
2024
Q4 | $220K | Sell |
350
-5
| -1% | -$3.14K | 0.06% | 162 |
|
|
2024
Q3 | $220K | Hold |
355
| – | – | 0.07% | 170 |
|
|
2024
Q2 | $233K | Hold |
355
| – | – | 0.08% | 160 |
|
|
2024
Q1 | $231K | Hold |
355
| – | – | 0.08% | 154 |
|
|
2023
Q4 | $222K | Buy |
+355
| New | +$222K | 0.11% | 154 |
|
|
2022
Q1 | – | Sell |
-397
| Closed | -$255K | – | 184 |
|
|
2021
Q4 | $255K | Buy |
+397
| New | +$255K | 0.21% | 141 |
|