CPW
Catalyst Private Wealth’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $677K | Sell |
860
-87
| -9% | -$68.5K | 0.3% | 42 |
|
|
2025
Q1 | $581K | Sell |
947
-11
| -1% | -$6.75K | 0.28% | 42 |
|
|
2024
Q4 | $602K | Hold |
958
| – | – | 0.27% | 46 |
|
|
2024
Q3 | $595K | Sell |
958
-31
| -3% | -$19.3K | 0.29% | 49 |
|
|
2024
Q2 | $650K | Sell |
989
-12
| -1% | -$7.89K | 0.34% | 45 |
|
|
2024
Q1 | $651K | Sell |
1,001
-37
| -4% | -$24.1K | 0.34% | 43 |
|
|
2023
Q4 | $649K | Sell |
1,038
-70
| -6% | -$43.8K | 0.3% | 45 |
|
|
2023
Q3 | $566K | Sell |
1,108
-170
| -13% | -$86.9K | 0.33% | 46 |
|
|
2023
Q2 | $586K | Sell |
1,278
-132
| -9% | -$60.5K | 0.37% | 45 |
|
|
2023
Q1 | $629K | Sell |
1,410
-107
| -7% | -$47.7K | 0.43% | 39 |
|
|
2022
Q4 | $590K | Sell |
1,517
-186
| -11% | -$72.4K | 0.48% | 40 |
|
|
2022
Q3 | $660K | Sell |
1,703
-419
| -20% | -$162K | 0.5% | 33 |
|
|
2022
Q2 | $818K | Sell |
2,122
-296
| -12% | -$114K | 0.58% | 33 |
|
|
2022
Q1 | $1.16M | Buy |
2,418
+1,475
| +156% | +$709K | 0.58% | 27 |
|
|
2021
Q4 | $607K | Sell |
943
-445
| -32% | -$286K | 0.26% | 46 |
|
|
2021
Q3 | $749K | Sell |
1,388
-262
| -16% | -$141K | 0.32% | 29 |
|
|
2021
Q2 | $809K | Buy |
1,650
+569
| +53% | +$279K | 0.45% | 27 |
|
|
2021
Q1 | $414K | Sell |
1,081
-2,004
| -65% | -$767K | 0.29% | 42 |
|
|
2020
Q4 | $1.17M | Buy |
+3,085
| New | +$1.17M | 1.03% | 12 |
|