CAM
Concorde Asset Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $262K | Sell |
439
-102
| -19% | -$60.8K | 0.14% | 133 |
|
|
2024
Q4 | $340K | Sell |
541
-309
| -36% | -$194K | 0.18% | 103 |
|
|
2024
Q3 | $528K | Sell |
850
-26
| -3% | -$16.2K | 0.3% | 57 |
|
|
2024
Q2 | $576K | Sell |
876
-54
| -6% | -$35.5K | 0.35% | 49 |
|
|
2024
Q1 | $605K | Sell |
930
-37
| -4% | -$24.1K | 0.41% | 39 |
|
|
2023
Q4 | $604K | Sell |
967
-57
| -6% | -$35.6K | 0.41% | 40 |
|
|
2023
Q3 | $523K | Sell |
1,024
-47
| -4% | -$24K | 0.47% | 44 |
|
|
2023
Q2 | $491K | Buy |
1,071
+576
| +116% | +$264K | 0.45% | 41 |
|
|
2023
Q1 | $221K | Sell |
495
-592
| -54% | -$264K | 0.26% | 70 |
|
|
2022
Q4 | $423K | Buy |
1,087
+1
| +0.1% | +$389 | 0.38% | 64 |
|
|
2022
Q3 | $420K | Buy |
1,086
+566
| +109% | +$219K | 0.47% | 66 |
|
|
2022
Q2 | $200K | Sell |
520
-169
| -25% | -$65K | 0.3% | 97 |
|
|
2022
Q1 | $331K | Buy |
+689
| New | +$331K | 0.22% | 100 |
|
|
2021
Q4 | – | Sell |
-727
| Closed | -$393K | – | 185 |
|
|
2021
Q3 | $393K | Sell |
727
-8
| -1% | -$4.33K | 0.23% | 130 |
|
|
2021
Q2 | $360K | Sell |
735
-81
| -10% | -$39.7K | 0.2% | 122 |
|
|
2021
Q1 | $313K | Buy |
+816
| New | +$313K | 0.18% | 139 |
|
|
2020
Q4 | – | Sell |
-743
| Closed | -$242K | – | 172 |
|
|
2020
Q3 | $242K | Buy |
+743
| New | +$242K | 0.14% | 151 |
|