Circle Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.03M | Buy |
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|
2025
Q1 | $2.12M | Buy |
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|
2024
Q4 | $1.63M | Buy |
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|
2024
Q3 | $1.44M | Buy |
|
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|
2024
Q2 | $662K | Buy |
|
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|
2023
Q4 | – | Sell |
|
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|
2023
Q3 | $338K | Buy |
|
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $292K | Sell |
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|
2021
Q4 | $445K | Buy |
|
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|
2021
Q3 | $365K | Sell |
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|
2021
Q2 | $758K | Sell |
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|
2021
Q1 | $712K | Buy |
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|
2020
Q4 | $704K | Buy |
|