CCS
Concentric Capital Strategies’s Intuit INTU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.72M | Buy |
+11,070
| New | +$8.72M | 0.39% | 71 |
|
2024
Q3 | – | Sell |
-861
| Closed | -$566K | – | 293 |
|
2024
Q2 | $566K | Buy |
+861
| New | +$566K | 0.03% | 248 |
|
2023
Q4 | – | Sell |
-3,170
| Closed | -$1.62M | – | 255 |
|
2023
Q3 | $1.62M | Buy |
+3,170
| New | +$1.62M | 0.17% | 108 |
|