Charles Carroll Financial Partners’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$5.19M Sell
2023
Q3
$4.26M Buy
2023
Q2
$3.81M Buy
2023
Q1
$1.53M Buy
2022
Q4
$1.31M Hold
2022
Q3
$1.3M Hold
2022
Q2
$1.29M Hold
2022
Q1
$1.61M Hold
2021
Q4
$2.16M Buy