CWM
Circle Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.12M | Buy |
3,451
+865
| +33% | +$531K | 0.05% | 69 |
|
|
2024
Q4 | $1.63M | Buy |
2,586
+267
| +12% | +$168K | 0.03% | 82 |
|
|
2024
Q3 | $1.44M | Buy |
2,319
+1,312
| +130% | +$815K | 0.03% | 89 |
|
|
2024
Q2 | $662K | Buy |
+1,007
| New | +$662K | 0.02% | 131 |
|
|
2023
Q4 | – | Sell |
-662
| Closed | -$338K | – | 193 |
|
|
2023
Q3 | $338K | Buy |
+662
| New | +$338K | 0.01% | 161 |
|
|
2022
Q2 | – | Sell |
-607
| Closed | -$292K | – | 170 |
|
|
2022
Q1 | $292K | Sell |
607
-85
| -12% | -$40.9K | 0.04% | 158 |
|
|
2021
Q4 | $445K | Buy |
692
+15
| +2% | +$9.65K | 0.06% | 132 |
|
|
2021
Q3 | $365K | Sell |
677
-870
| -56% | -$469K | 0.05% | 139 |
|
|
2021
Q2 | $758K | Sell |
1,547
-313
| -17% | -$153K | 0.11% | 95 |
|
|
2021
Q1 | $712K | Buy |
1,860
+6
| +0.3% | +$2.3K | 0.11% | 85 |
|
|
2020
Q4 | $704K | Buy |
+1,854
| New | +$704K | 0.1% | 113 |
|