Charles Carroll Financial Partners’s Intuit INTU Stock Holding History

Charles Carroll Financial Partners’s Portfolio INTU Stock Details INTU Fund Activity

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