CWA
Canvas Wealth Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $589K | Buy |
738
+25
| +4% | +$20K | 0.12% | 99 |
|
|
2025
Q1 | $416K | Buy |
713
+122
| +21% | +$71.2K | 0.11% | 111 |
|
|
2024
Q4 | $371K | Buy |
591
+60
| +11% | +$37.7K | 0.09% | 117 |
|
|
2024
Q3 | $330K | Buy |
531
+183
| +53% | +$114K | 0.09% | 120 |
|
|
2024
Q2 | $221K | Buy |
348
+1
| +0.3% | +$636 | 0.07% | 138 |
|
|
2024
Q1 | $213K | Buy |
+347
| New | +$213K | 0.07% | 138 |
|