CIA
Concurrent Investment Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.4M | Buy |
5,585
+348
| +7% | +$274K | 0.09% | 245 |
|
|
2025
Q1 | $3.22M | Buy |
5,237
+214
| +4% | +$131K | 0.08% | 260 |
|
|
2024
Q4 | $3.16M | Sell |
5,023
-222
| -4% | -$140K | 0.09% | 231 |
|
|
2024
Q3 | $3.26M | Buy |
5,245
+333
| +7% | +$207K | 0.1% | 215 |
|
|
2024
Q2 | $3.23M | Sell |
4,912
-832
| -14% | -$547K | 0.11% | 198 |
|
|
2024
Q1 | $3.73M | Buy |
5,744
+1,747
| +44% | +$1.14M | 0.15% | 149 |
|
|
2023
Q4 | $2.5M | Buy |
+3,997
| New | +$2.5M | 0.12% | 187 |
|