Alera Investment Advisors’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$383K Buy
2024
Q2
$375K Buy
2023
Q1
Sell
2022
Q4
$212K Sell
2022
Q3
$236K Sell
2022
Q2
$240K Buy
2019
Q2
Sell
2019
Q1
$26K Buy
2018
Q4
$19K Buy