Cornerstone Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Buy |
+282
| New | +$222K | 0.01% | 588 |
|
|
2024
Q3 | – | Sell |
-323
| Closed | -$212K | – | 573 |
|
|
2024
Q2 | $212K | Sell |
323
-27
| -8% | -$17.7K | 0.02% | 513 |
|
|
2024
Q1 | $228K | Sell |
350
-9
| -3% | -$5.85K | 0.02% | 494 |
|
|
2023
Q4 | $224K | Sell |
359
-669
| -65% | -$418K | 0.02% | 479 |
|
|
2023
Q3 | $525K | Buy |
+1,028
| New | +$525K | 0.05% | 294 |
|
|
2018
Q3 | – | Sell |
-73,137
| Closed | -$356K | – | 1386 |
|
|
2018
Q2 | $356K | Buy |
+73,137
| New | +$356K | ﹤0.01% | 1122 |
|