CAM
Crestone Asset Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-559
| Closed | -$269K | – | 88 |
|
|
2022
Q1 | $269K | Sell |
559
-4
| -0.7% | -$1.93K | 0.06% | 74 |
|
|
2021
Q4 | $362K | Sell |
563
-283
| -33% | -$182K | 0.07% | 68 |
|
|
2021
Q3 | $456K | Sell |
846
-469
| -36% | -$253K | 0.1% | 61 |
|
|
2021
Q2 | $645K | Sell |
1,315
-637
| -33% | -$312K | 0.14% | 49 |
|
|
2021
Q1 | $748K | Sell |
1,952
-590
| -23% | -$226K | 0.19% | 38 |
|
|
2020
Q4 | $966K | Buy |
+2,542
| New | +$966K | 0.26% | 33 |
|