CWM
Cedar Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.45K | Hold |
12
| – | – | ﹤0.01% | 160 |
|
|
2025
Q1 | $7.37K | Hold |
12
| – | – | ﹤0.01% | 150 |
|
|
2024
Q4 | $7.54K | Hold |
12
| – | – | ﹤0.01% | 148 |
|
|
2024
Q3 | $7.45K | Hold |
12
| – | – | ﹤0.01% | 225 |
|
|
2024
Q2 | $7.89K | Sell |
12
-12
| -50% | -$7.89K | ﹤0.01% | 242 |
|
|
2024
Q1 | $15.6K | Hold |
24
| – | – | 0.01% | 235 |
|
|
2023
Q4 | $15K | Hold |
24
| – | – | 0.01% | 213 |
|
|
2023
Q3 | $12.3K | Hold |
24
| – | – | ﹤0.01% | 221 |
|
|
2023
Q2 | $11K | Sell |
24
-160
| -87% | -$73.3K | ﹤0.01% | 234 |
|
|
2023
Q1 | $82K | Buy |
184
+28
| +18% | +$12.5K | 0.03% | 129 |
|
|
2022
Q4 | $60.7K | Sell |
156
-33
| -17% | -$12.8K | 0.03% | 133 |
|
|
2022
Q3 | $73K | Sell |
189
-101
| -35% | -$39K | 0.04% | 137 |
|
|
2022
Q2 | $112K | Hold |
290
| – | – | 0.05% | 132 |
|
|
2022
Q1 | $139K | Hold |
290
| – | – | 0.06% | 132 |
|
|
2021
Q4 | $187K | Hold |
290
| – | – | 0.08% | 125 |
|
|
2021
Q3 | $156K | Hold |
290
| – | – | 0.07% | 116 |
|
|
2021
Q2 | $142K | Buy |
290
+24
| +9% | +$11.8K | 0.06% | 122 |
|
|
2021
Q1 | $102K | Buy |
+266
| New | +$102K | 0.05% | 124 |
|