Concentric 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $633K | Sell |
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|
2024
Q2 | $736K | Hold |
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|
2024
Q1 | $728K | Sell |
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|
2023
Q4 | $706K | Hold |
|
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|
2023
Q3 | $577K | Sell |
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|
2023
Q2 | $609K | Sell |
|
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|
2023
Q1 | $638K | Hold |
|
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|
2022
Q4 | $557K | Hold |
|
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|
2022
Q3 | $554K | Hold |
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|
2022
Q2 | $551K | Hold |
|
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|
2022
Q1 | $688K | Hold |
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|
2021
Q4 | $920K | Sell |
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|
2021
Q3 | $809K | Hold |
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|
2021
Q2 | $735K | Hold |
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|
2021
Q1 | $575K | Sell |
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|
2020
Q4 | $646K | Hold |
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|
2020
Q3 | $555K | Sell |
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|
2020
Q2 | $622K | Sell |
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|
2020
Q1 | $552K | Hold |
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|
2019
Q4 | $629K | Sell |
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|
2019
Q3 | $697K | Hold |
|
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|
2019
Q2 | $685K | Hold |
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|
2019
Q1 | $685K | Hold |
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|
2018
Q4 | $516K | Hold |
|
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|
2018
Q3 | $596K | Sell |
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|
2018
Q2 | $566K | Hold |
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|
2018
Q1 | $480K | Hold |
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|
2017
Q4 | $437K | Hold |
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|
2017
Q3 | $394K | Buy |
|