CMA
Cedar Mountain Advisors’s Intuit INTU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $458K | Buy |
581
+1
| +0.2% | +$788 | 0.1% | 41 |
|
2025
Q1 | $356K | Sell |
580
-1
| -0.2% | -$614 | 0.08% | 43 |
|
2024
Q4 | $365K | Sell |
581
-4
| -0.7% | -$2.52K | 0.08% | 43 |
|
2024
Q3 | $364K | Hold |
585
| – | – | 0.08% | 44 |
|
2024
Q2 | $384K | Buy |
585
+1
| +0.2% | +$657 | 0.09% | 35 |
|
2024
Q1 | $380K | Buy |
584
+1
| +0.2% | +$650 | 0.1% | 36 |
|
2023
Q4 | $364K | Buy |
583
+1
| +0.2% | +$625 | 0.1% | 34 |
|
2023
Q3 | $297K | Buy |
582
+1
| +0.2% | +$511 | 0.09% | 33 |
|
2023
Q2 | $266K | Buy |
581
+1
| +0.2% | +$458 | 0.08% | 36 |
|
2023
Q1 | $259K | Buy |
580
+1
| +0.2% | +$446 | 0.08% | 36 |
|
2022
Q4 | $225K | Buy |
579
+1
| +0.2% | +$389 | 0.07% | 38 |
|
2022
Q3 | $224K | Buy |
578
+1
| +0.2% | +$388 | 0.07% | 34 |
|
2022
Q2 | $223K | Hold |
577
| – | – | 0.08% | 34 |
|
2022
Q1 | $277K | Buy |
577
+1
| +0.2% | +$480 | 0.08% | 34 |
|
2021
Q4 | $370K | Buy |
576
+1
| +0.2% | +$642 | 0.11% | 29 |
|
2021
Q3 | $310K | Hold |
575
| – | – | 0.1% | 29 |
|
2021
Q2 | $282K | Buy |
575
+1
| +0.2% | +$490 | 0.09% | 32 |
|
2021
Q1 | $220K | Buy |
574
+1
| +0.2% | +$383 | 0.07% | 35 |
|
2020
Q4 | $218K | Buy |
573
+1
| +0.2% | +$380 | 0.08% | 34 |
|
2020
Q3 | $187K | Buy |
572
+1
| +0.2% | +$327 | 0.08% | 37 |
|
2020
Q2 | $169K | Buy |
571
+19
| +3% | +$5.62K | 0.07% | 37 |
|
2020
Q1 | $127K | Buy |
552
+5
| +0.9% | +$1.15K | 0.06% | 39 |
|
2019
Q4 | $143K | Buy |
+547
| New | +$143K | 0.06% | 39 |
|