CWA
Clarus Wealth Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-332
| Closed | -$209K | – | 138 |
|
|
2024
Q1 | $209K | Sell |
332
-2
| -0.6% | -$1.26K | 0.12% | 119 |
|
|
2023
Q4 | $204K | Buy |
+334
| New | +$204K | 0.12% | 117 |
|
|
2023
Q2 | $228K | Sell |
509
-55
| -10% | -$24.7K | 0.14% | 112 |
|
|
2023
Q1 | $252K | Sell |
564
-52
| -8% | -$23.2K | 0.16% | 104 |
|
|
2022
Q4 | $239K | Buy |
+616
| New | +$239K | 0.16% | 112 |
|
|
2018
Q4 | – | Sell |
-1,308
| Closed | -$297K | – | 693 |
|
|
2018
Q3 | $297K | Sell |
1,308
-181
| -12% | -$41.1K | 0.19% | 62 |
|
|
2018
Q2 | $258K | Hold |
1,489
| – | – | 0.2% | 71 |
|
|
2018
Q1 | $258K | Buy |
+1,489
| New | +$258K | 0.24% | 71 |
|