CIA
Compass Ion Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-375
| Closed | -$230K | – | 271 |
|
|
2025
Q1 | $230K | Buy |
375
+5
| +1% | +$3.07K | 0.03% | 235 |
|
|
2024
Q4 | $233K | Sell |
370
-4
| -1% | -$2.51K | 0.03% | 236 |
|
|
2024
Q3 | $232K | Sell |
374
-10
| -3% | -$6.21K | 0.03% | 234 |
|
|
2024
Q2 | $250K | Hold |
384
| – | – | 0.04% | 203 |
|
|
2024
Q1 | $250K | Hold |
384
| – | – | 0.04% | 203 |
|
|
2023
Q4 | $240K | Sell |
384
-17
| -4% | -$10.6K | 0.04% | 207 |
|
|
2023
Q3 | $205K | Buy |
+401
| New | +$205K | 0.04% | 215 |
|