VWM
Venturi Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.36M | Buy |
4,264
+160
| +4% | +$126K | 0.17% | 83 |
|
|
2025
Q1 | $2.52M | Buy |
4,104
+472
| +13% | +$290K | 0.13% | 92 |
|
|
2024
Q4 | $2.28M | Sell |
3,632
-180
| -5% | -$113K | 0.11% | 112 |
|
|
2024
Q3 | $2.37M | Buy |
3,812
+678
| +22% | +$421K | 0.12% | 97 |
|
|
2024
Q2 | $2.06M | Buy |
3,134
+752
| +32% | +$494K | 0.12% | 100 |
|
|
2024
Q1 | $1.55M | Sell |
2,382
-372
| -14% | -$242K | 0.1% | 122 |
|
|
2023
Q4 | $1.72M | Sell |
2,754
-200
| -7% | -$125K | 0.12% | 102 |
|
|
2023
Q3 | $1.51M | Sell |
2,954
-120
| -4% | -$61.3K | 0.12% | 104 |
|
|
2023
Q2 | $1.41M | Buy |
3,074
+81
| +3% | +$37.1K | 0.11% | 102 |
|
|
2023
Q1 | $1.33M | Sell |
2,993
-169
| -5% | -$75.3K | 0.11% | 114 |
|
|
2022
Q4 | $1.23M | Buy |
3,162
+211
| +7% | +$82.1K | 0.11% | 128 |
|
|
2022
Q3 | $1.14M | Buy |
2,951
+312
| +12% | +$121K | 0.11% | 114 |
|
|
2022
Q2 | $1.02M | Buy |
2,639
+49
| +2% | +$18.9K | 0.09% | 136 |
|
|
2022
Q1 | $1.25M | Buy |
2,590
+67
| +3% | +$32.2K | 0.1% | 120 |
|
|
2021
Q4 | $1.62M | Buy |
2,523
+190
| +8% | +$122K | 0.12% | 104 |
|
|
2021
Q3 | $1.26M | Sell |
2,333
-913
| -28% | -$493K | 0.11% | 122 |
|
|
2021
Q2 | $1.59M | Sell |
3,246
-50
| -2% | -$24.5K | 0.14% | 98 |
|
|
2021
Q1 | $1.26M | Sell |
3,296
-318
| -9% | -$122K | 0.12% | 124 |
|
|
2020
Q4 | $1.37M | Buy |
3,614
+260
| +8% | +$98.8K | 0.14% | 107 |
|
|
2020
Q3 | $1.09M | Buy |
3,354
+1,121
| +50% | +$366K | 0.13% | 115 |
|
|
2020
Q2 | $661K | Buy |
2,233
+820
| +58% | +$243K | 0.09% | 149 |
|
|
2020
Q1 | $325K | Buy |
+1,413
| New | +$325K | 0.06% | 173 |
|