Crestwood Advisors Group’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.13M | Buy |
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|
2025
Q2 | $2.32M | Buy |
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|
2025
Q1 | $1.58M | Buy |
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|
2024
Q4 | $1.28M | Buy |
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|
2024
Q3 | $1.03M | Buy |
|
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|
2024
Q2 | $1.03M | Sell |
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|
2024
Q1 | $1.08M | Sell |
|
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|
2023
Q4 | $1.19M | Buy |
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|
2023
Q3 | $949K | Buy |
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|
2023
Q2 | $757K | Buy |
|
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|
2023
Q1 | $598K | Sell |
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|
2022
Q4 | $551K | Buy |
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|
2022
Q3 | $521K | Sell |
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|
2022
Q2 | $520K | Sell |
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|
2022
Q1 | $724K | Sell |
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|
2021
Q4 | $1.27M | Sell |
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|
2021
Q3 | $1.13M | Sell |
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|
2021
Q2 | $1.03M | Buy |
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