CAGAS
Capital Advisory Group Advisory Services’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-179
| Closed | -$86K | – | 332 |
|
|
2022
Q1 | $86K | Buy |
+179
| New | +$86K | 0.04% | 209 |
|
|
2021
Q4 | – | Sell |
-150
| Closed | -$81K | – | 318 |
|
|
2021
Q3 | $81K | Hold |
150
| – | – | 0.03% | 246 |
|
|
2021
Q2 | $74K | Hold |
150
| – | – | 0.03% | 245 |
|
|
2021
Q1 | $57K | Sell |
150
-579
| -79% | -$220K | 0.02% | 239 |
|
|
2020
Q4 | $277K | Buy |
729
+63
| +9% | +$23.9K | 0.12% | 135 |
|
|
2020
Q3 | $217K | Hold |
666
| – | – | 0.11% | 127 |
|
|
2020
Q2 | $197K | Buy |
666
+516
| +344% | +$153K | 0.11% | 127 |
|
|
2020
Q1 | $35K | Buy |
+150
| New | +$35K | 0.04% | 128 |
|
|
2019
Q4 | – | Sell |
-150
| Closed | -$40K | – | 305 |
|
|
2019
Q3 | $40K | Hold |
150
| – | – | 0.03% | 161 |
|
|
2019
Q2 | $39K | Hold |
150
| – | – | 0.03% | 168 |
|
|
2019
Q1 | $39K | Hold |
150
| – | – | 0.03% | 161 |
|
|
2018
Q4 | $30K | Hold |
150
| – | – | 0.02% | 170 |
|
|
2018
Q3 | $34K | Hold |
150
| – | – | 0.02% | 158 |
|
|
2018
Q2 | $31K | Hold |
150
| – | – | 0.02% | 155 |
|
|
2018
Q1 | $26K | Buy |
+150
| New | +$26K | 0.02% | 170 |
|