Carson Wealth (CWM LLC)’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.4M | Buy |
25,916
+6,822
| +36% | +$5.37M | 0.07% | 235 |
|
|
2025
Q1 | $11.7M | Buy |
19,094
+1,756
| +10% | +$1.08M | 0.05% | 315 |
|
|
2024
Q4 | $10.9M | Buy |
17,338
+428
| +3% | +$269K | 0.05% | 301 |
|
|
2024
Q3 | $10.5M | Buy |
16,910
+227
| +1% | +$141K | 0.05% | 299 |
|
|
2024
Q2 | $11M | Buy |
16,683
+276
| +2% | +$181K | 0.05% | 281 |
|
|
2024
Q1 | $10.7M | Buy |
16,407
+1,871
| +13% | +$1.22M | 0.05% | 280 |
|
|
2023
Q4 | $9.09M | Buy |
14,536
+2,967
| +26% | +$1.85M | 0.05% | 282 |
|
|
2023
Q3 | $5.91M | Buy |
11,569
+5,657
| +96% | +$2.89M | 0.04% | 334 |
|
|
2023
Q2 | $2.71M | Buy |
5,912
+1,371
| +30% | +$628K | 0.02% | 464 |
|
|
2023
Q1 | $2.02M | Buy |
4,541
+308
| +7% | +$137K | 0.01% | 477 |
|
|
2022
Q4 | $1.65M | Buy |
4,233
+323
| +8% | +$126K | 0.01% | 474 |
|
|
2022
Q3 | $1.51M | Buy |
3,910
+1,228
| +46% | +$475K | 0.01% | 453 |
|
|
2022
Q2 | $1.03M | Buy |
2,682
+1,122
| +72% | +$433K | 0.01% | 556 |
|
|
2022
Q1 | $750K | Buy |
1,560
+215
| +16% | +$103K | 0.01% | 627 |
|
|
2021
Q4 | $865K | Buy |
+1,345
| New | +$865K | 0.01% | 603 |
|
|
2021
Q2 | $404K | Hold |
825
| – | – | ﹤0.01% | 709 |
|
|
2021
Q1 | $404K | Hold |
825
| – | – | ﹤0.01% | 709 |
|
|
2020
Q4 | $404K | Hold |
825
| – | – | ﹤0.01% | 709 |
|
|
2020
Q3 | $404K | Hold |
825
| – | – | ﹤0.01% | 709 |
|
|
2020
Q2 | $404K | Hold |
825
| – | – | ﹤0.01% | 709 |
|
|
2020
Q1 | $404K | Hold |
825
| – | – | ﹤0.01% | 709 |
|
|
2019
Q4 | $404K | Hold |
825
| – | – | ﹤0.01% | 709 |
|
|
2019
Q3 | $404K | Hold |
825
| – | – | ﹤0.01% | 709 |
|
|
2019
Q2 | $404K | Hold |
825
| – | – | ﹤0.01% | 709 |
|
|
2019
Q1 | $404K | Buy |
825
+489
| +146% | +$239K | ﹤0.01% | 709 |
|
|
2018
Q4 | $66K | Buy |
336
+56
| +20% | +$11K | ﹤0.01% | 811 |
|
|
2018
Q3 | $64K | Sell |
280
-120
| -30% | -$27.4K | ﹤0.01% | 697 |
|
|
2018
Q2 | $82K | Sell |
400
-76
| -16% | -$15.6K | ﹤0.01% | 551 |
|
|
2018
Q1 | $83K | Sell |
476
-12,382
| -96% | -$2.16M | ﹤0.01% | 476 |
|
|
2017
Q4 | $2.03M | Sell |
12,858
-3,090
| -19% | -$488K | 0.09% | 164 |
|
|
2017
Q3 | $2.27M | Sell |
15,948
-1,890
| -11% | -$269K | 0.11% | 138 |
|
|
2017
Q2 | $2.37M | Sell |
17,838
-2,585
| -13% | -$343K | 0.12% | 138 |
|
|
2017
Q1 | $2.37M | Sell |
20,423
-12,218
| -37% | -$1.42M | 0.13% | 134 |
|
|
2016
Q4 | $3.74M | Sell |
32,641
-1,644
| -5% | -$188K | 0.23% | 107 |
|
|
2016
Q3 | $3.77M | Sell |
34,285
-3,359
| -9% | -$370K | 0.26% | 106 |
|
|
2016
Q2 | $4.2M | Sell |
37,644
-1,844
| -5% | -$206K | 0.31% | 102 |
|
|
2016
Q1 | $4.11M | Sell |
39,488
-8,615
| -18% | -$896K | 0.36% | 91 |
|
|
2015
Q4 | $4.64M | Sell |
48,103
-4,225
| -8% | -$408K | 0.45% | 75 |
|
|
2015
Q3 | $4.64M | Buy |
52,328
+527
| +1% | +$46.8K | 0.47% | 76 |
|
|
2015
Q2 | $5.22M | Buy |
51,801
+2,319
| +5% | +$234K | 0.5% | 83 |
|
|
2015
Q1 | $4.8M | Buy |
49,482
+2,242
| +5% | +$217K | 0.49% | 85 |
|
|
2014
Q4 | $4.36M | Buy |
47,240
+6,971
| +17% | +$643K | 0.53% | 64 |
|
|
2014
Q3 | $3.53M | Buy |
40,269
+4,089
| +11% | +$358K | 0.51% | 64 |
|
|
2014
Q2 | $2.91M | Buy |
36,180
+9,291
| +35% | +$748K | 0.52% | 59 |
|
|
2014
Q1 | $2.09M | Buy |
26,889
+7,135
| +36% | +$555K | 0.28% | 66 |
|
|
2013
Q4 | $1.51M | Buy |
19,754
+5,877
| +42% | +$449K | 0.24% | 66 |
|
|
2013
Q3 | $920K | Buy |
+13,877
| New | +$920K | 0.24% | 56 |
|