UW
Unique Wealth’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.28M | Buy |
5,429
+270
| +5% | +$213K | 0.69% | 38 |
|
|
2025
Q1 | $3.17M | Buy |
5,159
+1,144
| +28% | +$702K | 0.6% | 43 |
|
|
2024
Q4 | $2.52M | Buy |
4,015
+322
| +9% | +$202K | 0.53% | 42 |
|
|
2024
Q3 | $2.29M | Buy |
3,693
+587
| +19% | +$365K | 0.53% | 36 |
|
|
2024
Q2 | $2.04M | Buy |
3,106
+517
| +20% | +$340K | 0.53% | 31 |
|
|
2024
Q1 | $1.68M | Buy |
2,589
+806
| +45% | +$524K | 0.48% | 31 |
|
|
2023
Q4 | $1.11M | Buy |
1,783
+308
| +21% | +$193K | 0.36% | 31 |
|
|
2023
Q3 | $754K | Buy |
1,475
+645
| +78% | +$330K | 0.31% | 35 |
|
|
2023
Q2 | $380K | Buy |
830
+200
| +32% | +$91.6K | 0.17% | 48 |
|
|
2023
Q1 | $281K | Buy |
630
+86
| +16% | +$38.3K | 0.14% | 47 |
|
|
2022
Q4 | $212K | Buy |
+544
| New | +$212K | 0.11% | 55 |
|