Capital Advisory Group Advisory Services’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-179	Closed	-$86K	–	332
2022 Q1	$86K	Buy	+179	New	+$91.7K	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%	-$223K	0.02%	239
2020 Q4	$277K	Buy	729 +63	+9%	+$22.1K	0.12%	135
2020 Q3	$217K	Hold	666	–	–	0.11%	127
2020 Q2	$197K	Buy	666 +516	+344%	+$142K	0.11%	127
2020 Q1	$35K	Buy	+150	New	+$40.6K	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	+$25.2K	0.02%	170