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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