Carmel Capital Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-157
| Closed | -$80.2K | – | 409 |
|
|
2023
Q3 | $80.2K | Buy |
+157
| New | +$80.2K | 0.04% | 213 |
|
|
2023
Q2 | – | Sell |
-187
| Closed | -$83.4K | – | 451 |
|
|
2023
Q1 | $83.4K | Buy |
+187
| New | +$83.4K | 0.05% | 209 |
|
|
2022
Q2 | – | Sell |
-487
| Closed | -$234K | – | 122 |
|
|
2022
Q1 | $234K | Hold |
487
| – | – | 0.2% | 103 |
|
|
2021
Q4 | $313K | Buy |
+487
| New | +$313K | 0.23% | 84 |
|