CD
Chapin Davis’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729K | Hold |
926
| – | – | 0.2% | 105 |
|
|
2025
Q1 | $569K | Hold |
926
| – | – | 0.19% | 117 |
|
|
2024
Q4 | $575K | Hold |
926
| – | – | 0.19% | 118 |
|
|
2024
Q3 | $575K | Sell |
926
-4
| -0.4% | -$2.48K | 0.19% | 119 |
|
|
2024
Q2 | $611K | Sell |
930
-154
| -14% | -$101K | 0.21% | 108 |
|
|
2024
Q1 | $705K | Buy |
1,084
+135
| +14% | +$87.8K | 0.26% | 97 |
|
|
2023
Q4 | $593K | Hold |
949
| – | – | 0.25% | 103 |
|
|
2023
Q3 | $485K | Hold |
949
| – | – | 0.23% | 108 |
|
|
2023
Q2 | $435K | Buy |
949
+4
| +0.4% | +$1.83K | 0.21% | 125 |
|
|
2023
Q1 | $421K | Sell |
945
-1
| -0.1% | -$446 | 0.22% | 119 |
|
|
2022
Q4 | $368K | Buy |
+946
| New | +$368K | 0.21% | 120 |
|