Cedar Brook Financial Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,670
| Closed | -$1.09M | – | 209 |
|
|
2024
Q1 | $1.09M | Buy |
1,670
+2
| +0.1% | +$1.3K | 0.21% | 113 |
|
|
2023
Q4 | $1.02M | Buy |
1,668
+1,266
| +315% | +$771K | 0.23% | 109 |
|
|
2023
Q3 | $205K | Sell |
402
-165
| -29% | -$84.3K | 0.05% | 347 |
|
|
2023
Q2 | $260K | Sell |
567
-67
| -11% | -$30.7K | 0.06% | 313 |
|
|
2023
Q1 | $283K | Sell |
634
-4
| -0.6% | -$1.78K | 0.07% | 277 |
|
|
2022
Q4 | $248K | Buy |
638
+6
| +0.9% | +$2.34K | 0.07% | 297 |
|
|
2022
Q3 | $245K | Sell |
632
-36
| -5% | -$13.9K | 0.08% | 277 |
|
|
2022
Q2 | $257K | Sell |
668
-20
| -3% | -$7.7K | 0.08% | 269 |
|
|
2022
Q1 | $331K | Buy |
688
+14
| +2% | +$6.74K | 0.09% | 254 |
|
|
2021
Q4 | $434K | Buy |
674
+125
| +23% | +$80.5K | 0.11% | 203 |
|
|
2021
Q3 | $296K | Sell |
549
-109
| -17% | -$58.8K | 0.09% | 250 |
|
|
2021
Q2 | $323K | Buy |
658
+15
| +2% | +$7.36K | 0.09% | 249 |
|
|
2021
Q1 | $246K | Sell |
643
-100
| -13% | -$38.3K | 0.09% | 270 |
|
|
2020
Q4 | $282K | Buy |
743
+5
| +0.7% | +$1.9K | 0.1% | 227 |
|
|
2020
Q3 | $241K | Buy |
738
+1
| +0.1% | +$327 | 0.09% | 238 |
|
|
2020
Q2 | $218K | Buy |
+737
| New | +$218K | 0.1% | 242 |
|
|
2019
Q4 | – | Sell |
-793
| Closed | -$211K | – | 307 |
|
|
2019
Q3 | $211K | Sell |
793
-35
| -4% | -$9.31K | 0.09% | 275 |
|
|
2019
Q2 | $216K | Sell |
828
-27
| -3% | -$7.04K | 0.1% | 268 |
|
|
2019
Q1 | $224K | Buy |
+855
| New | +$224K | 0.11% | 247 |
|