CCFP
Charles Carroll Financial Partners’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $5.19M | Sell |
8,307
-25
| -0.3% | -$15.6K | 5.59% | 7 |
|
|
2023
Q3 | $4.26M | Buy |
8,332
+25
| +0.3% | +$12.8K | 5.29% | 7 |
|
|
2023
Q2 | $3.81M | Buy |
8,307
+4,875
| +142% | +$2.23M | 4.85% | 9 |
|
|
2023
Q1 | $1.53M | Buy |
3,432
+75
| +2% | +$33.4K | 2.34% | 12 |
|
|
2022
Q4 | $1.31M | Hold |
3,357
| – | – | 2.02% | 13 |
|
|
2022
Q3 | $1.3M | Hold |
3,357
| – | – | 2.1% | 12 |
|
|
2022
Q2 | $1.29M | Hold |
3,357
| – | – | 1.69% | 16 |
|
|
2022
Q1 | $1.61M | Hold |
3,357
| – | – | 1.67% | 17 |
|
|
2021
Q4 | $2.16M | Buy |
+3,357
| New | +$2.16M | 2.14% | 16 |
|