CSC
Caldwell Sutter Capital’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52M | Sell |
3,200
-200
| -6% | -$158K | 1.15% | 16 |
|
|
2025
Q1 | $2.09M | Buy |
3,400
+3,360
| +8,400% | +$2.06M | 0.99% | 19 |
|
|
2024
Q4 | $25.1K | Hold |
40
| – | – | 0.01% | 448 |
|
|
2024
Q3 | $24.8K | Sell |
40
-25
| -38% | -$15.5K | 0.01% | 453 |
|
|
2024
Q2 | $42.7K | Buy |
+65
| New | +$42.7K | 0.02% | 376 |
|
|
2024
Q1 | – | Sell |
-7
| Closed | -$4.38K | – | 952 |
|
|
2023
Q4 | $4.38K | Sell |
7
-13
| -65% | -$8.13K | ﹤0.01% | 647 |
|
|
2023
Q3 | $10.2K | Hold |
20
| – | – | 0.01% | 526 |
|
|
2023
Q2 | $9.16K | Buy |
20
+11
| +122% | +$5.04K | ﹤0.01% | 538 |
|
|
2023
Q1 | $4.01K | Buy |
+9
| New | +$4.01K | ﹤0.01% | 449 |
|