CAL
Capital Advisors Ltd’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $500K | Sell |
635
-43
| -6% | -$33.9K | 0.06% | 161 |
|
|
2025
Q1 | $416K | Buy |
678
+14
| +2% | +$8.59K | 0.05% | 176 |
|
|
2024
Q4 | $417K | Sell |
664
-11
| -2% | -$6.91K | 0.05% | 176 |
|
|
2024
Q3 | $419K | Buy |
675
+5
| +0.7% | +$3.1K | 0.05% | 181 |
|
|
2024
Q2 | $441K | Buy |
670
+11
| +2% | +$7.24K | 0.06% | 168 |
|
|
2024
Q1 | $429K | Buy |
659
+17
| +3% | +$11.1K | 0.06% | 173 |
|
|
2023
Q4 | $401K | Buy |
642
+31
| +5% | +$19.4K | 0.06% | 176 |
|
|
2023
Q3 | $312K | Buy |
611
+30
| +5% | +$15.3K | 0.05% | 195 |
|
|
2023
Q2 | $266K | Buy |
581
+27
| +5% | +$12.4K | 0.04% | 224 |
|
|
2023
Q1 | $247K | Hold |
554
| – | – | 0.04% | 204 |
|
|
2022
Q4 | $216K | Sell |
554
-514
| -48% | -$200K | 0.04% | 226 |
|
|
2022
Q3 | $414K | Buy |
1,068
+68
| +7% | +$26.4K | 0.08% | 144 |
|
|
2022
Q2 | $385K | Buy |
1,000
+82
| +9% | +$31.6K | 0.07% | 159 |
|
|
2022
Q1 | $441K | Buy |
918
+165
| +22% | +$79.3K | 0.07% | 150 |
|
|
2021
Q4 | $484K | Buy |
753
+203
| +37% | +$130K | 0.08% | 137 |
|
|
2021
Q3 | $297K | Hold |
550
| – | – | 0.05% | 167 |
|
|
2021
Q2 | $270K | Buy |
+550
| New | +$270K | 0.05% | 164 |
|