CTWM
Cherry Tree Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-33
| Closed | -$20.3K | – | 675 |
|
|
2025
Q1 | $20.3K | Hold |
33
| – | – | ﹤0.01% | 351 |
|
|
2024
Q4 | $20.7K | Hold |
33
| – | – | 0.01% | 335 |
|
|
2024
Q3 | $20.5K | Hold |
33
| – | – | ﹤0.01% | 342 |
|
|
2024
Q2 | $21.7K | Buy |
33
+28
| +560% | +$18.4K | 0.01% | 318 |
|
|
2024
Q1 | $3.25K | Hold |
5
| – | – | ﹤0.01% | 472 |
|
|
2023
Q4 | $3.13K | Hold |
5
| – | – | ﹤0.01% | 468 |
|
|
2023
Q3 | $2.56K | Hold |
5
| – | – | ﹤0.01% | 466 |
|
|
2023
Q2 | $2.29K | Buy |
+5
| New | +$2.29K | ﹤0.01% | 482 |
|