Concord Wealth Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.39M | Buy |
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|
2025
Q2 | $2.21M | Sell |
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|
2025
Q1 | $1.81M | Buy |
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|
2024
Q4 | $1.16M | Buy |
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|
2024
Q3 | $819K | Buy |
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|
2024
Q2 | $806K | Buy |
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|
2024
Q1 | $757K | Buy |
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|
2023
Q4 | $617K | Buy |
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|
2023
Q3 | $344K | Buy |
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|
2023
Q2 | $279K | Buy |
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|
2023
Q1 | $201K | Buy |
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|
2022
Q4 | $156K | Sell |
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|
2022
Q3 | $233K | Buy |
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|
2022
Q2 | $226K | Buy |
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|
2022
Q1 | $98K | Buy |
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|
2021
Q4 | $122K | Buy |
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|
2021
Q3 | $57K | Sell |
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|
2021
Q2 | $91K | Buy |
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|
2021
Q1 | $65K | Buy |
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|
2020
Q4 | $37K | Buy |
|