Carson Wealth (CWM LLC)’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $24.9M | Buy |
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|
2025
Q2 | $20.4M | Buy |
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|
2025
Q1 | $11.7M | Buy |
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|
2024
Q4 | $10.9M | Buy |
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|
2024
Q3 | $10.5M | Buy |
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|
2024
Q2 | $11M | Buy |
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|
2024
Q1 | $10.7M | Buy |
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|
2023
Q4 | $9.09M | Buy |
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|
2023
Q3 | $5.91M | Buy |
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|
2023
Q2 | $2.71M | Buy |
|
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|
2023
Q1 | $2.02M | Buy |
|
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|
2022
Q4 | $1.65M | Buy |
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|
2022
Q3 | $1.51M | Buy |
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|
2022
Q2 | $1.03M | Buy |
|
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|
2022
Q1 | $750K | Buy |
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|
2021
Q4 | $865K | Buy |
|
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|
2021
Q2 | $404K | Hold |
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|
2021
Q1 | $404K | Hold |
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|
2020
Q4 | $404K | Hold |
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|
2020
Q3 | $404K | Hold |
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|
2020
Q2 | $404K | Hold |
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|
2020
Q1 | $404K | Hold |
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|
2019
Q4 | $404K | Hold |
|
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|
2019
Q3 | $404K | Hold |
|
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|
2019
Q2 | $404K | Hold |
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|
2019
Q1 | $404K | Buy |
|
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|
2018
Q4 | $66K | Buy |
|
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|
2018
Q3 | $64K | Sell |
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|
2018
Q2 | $82K | Sell |
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|
2018
Q1 | $83K | Sell |
|
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|
2017
Q4 | $2.03M | Sell |
|
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|
2017
Q3 | $2.27M | Sell |
|
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|
2017
Q2 | $2.37M | Sell |
|
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|
2017
Q1 | $2.37M | Sell |
|
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|
2016
Q4 | $3.74M | Sell |
|
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|
2016
Q3 | $3.77M | Sell |
|
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|
2016
Q2 | $4.2M | Sell |
|
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|
2016
Q1 | $4.11M | Sell |
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|
2015
Q4 | $4.64M | Sell |
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|
2015
Q3 | $4.64M | Buy |
|
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|
2015
Q2 | $5.22M | Buy |
|
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|
2015
Q1 | $4.8M | Buy |
|
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|
2014
Q4 | $4.36M | Buy |
|
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|
2014
Q3 | $3.53M | Buy |
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|
2014
Q2 | $2.91M | Buy |
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|
2014
Q1 | $2.09M | Buy |
|
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|
2013
Q4 | $1.51M | Buy |
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|
2013
Q3 | $920K | Buy |
|