Certified Advisory Corp’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$232K Sell
2025
Q2
$357K Buy
2025
Q1
$275K Sell
2024
Q4
$295K Sell
2024
Q3
$295K Buy
2021
Q2
Sell
2021
Q1
$62K Buy
2020
Q2
$48K Buy
2020
Q1
$37K Hold
2019
Q4
$42K Hold
2019
Q3
$43K Buy