Concorde Asset Management’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$262K Sell
2024
Q4
$340K Sell
2024
Q3
$528K Sell
2024
Q2
$576K Sell
2024
Q1
$605K Sell
2023
Q4
$604K Sell
2023
Q3
$523K Sell
2023
Q2
$491K Buy
2023
Q1
$221K Sell
2022
Q4
$423K Buy
2022
Q3
$420K Buy
2022
Q2
$200K Sell
2022
Q1
$331K Buy
2021
Q4
Sell
2021
Q3
$393K Sell
2021
Q2
$360K Sell
2021
Q1
$313K Buy
2020
Q4
Sell
2020
Q3
$242K Buy