CoreCap Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $922K | Buy |
1,170
+799
| +215% | +$629K | 0.04% | 368 |
|
|
2025
Q1 | $228K | Sell |
371
-140
| -27% | -$86K | 0.01% | 645 |
|
|
2024
Q4 | $321K | Sell |
511
-38
| -7% | -$23.9K | 0.01% | 573 |
|
|
2024
Q3 | $341K | Buy |
+549
| New | +$341K | 0.02% | 549 |
|
|
2024
Q2 | – | Sell |
-944
| Closed | -$614K | – | 2098 |
|
|
2024
Q1 | $614K | Sell |
944
-2,317
| -71% | -$1.51M | 0.03% | 362 |
|
|
2023
Q4 | $2.04M | Buy |
+3,261
| New | +$2.04M | 0.13% | 156 |
|
|
2022
Q4 | $152K | Buy |
+391
| New | +$152K | 0.01% | 600 |
|
|
2022
Q3 | – | Sell |
-457
| Closed | -$176K | – | 1275 |
|
|
2022
Q2 | $176K | Sell |
457
-79
| -15% | -$30.4K | 0.01% | 548 |
|
|
2022
Q1 | $258K | Sell |
536
-3,139
| -85% | -$1.51M | 0.02% | 442 |
|
|
2021
Q4 | $2.36M | Buy |
+3,675
| New | +$2.36M | 0.16% | 111 |
|