Castleview Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10
| Closed | -$6.57K | – | 722 |
|
|
2024
Q2 | $6.57K | Sell |
10
-42
| -81% | -$27.6K | ﹤0.01% | 591 |
|
|
2024
Q1 | $33.8K | Hold |
52
| – | – | 0.02% | 398 |
|
|
2023
Q4 | $32.5K | Buy |
52
+15
| +41% | +$9.38K | 0.02% | 371 |
|
|
2023
Q3 | $18.9K | Buy |
37
+33
| +825% | +$16.9K | 0.02% | 368 |
|
|
2023
Q2 | $1.83K | Hold |
4
| – | – | ﹤0.01% | 592 |
|
|
2023
Q1 | $1.78K | Hold |
4
| – | – | ﹤0.01% | 573 |
|
|
2022
Q4 | $1.56K | Hold |
4
| – | – | ﹤0.01% | 526 |
|
|
2022
Q3 | $2K | Buy |
+4
| New | +$2K | ﹤0.01% | 529 |
|
|
2022
Q1 | – | Sell |
-16,080
| Closed | -$25 | – | 859 |
|
|
2021
Q4 | $25 | Buy |
+16,080
| New | +$25 | ﹤0.01% | 924 |
|