Curated Wealth Partners’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 | $1.11M | Buy |
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|
2025
Q2 | $1.24M | Buy |
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|
2025
Q1 | $952K | Buy |
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|
2024
Q4 | $713K | Sell |
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|
2024
Q3 | $777K | Hold |
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|
2024
Q2 | $822K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $948K | Buy |
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|
2023
Q3 | $722K | Buy |
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|
2023
Q2 | $386K | Buy |
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|
2023
Q1 | $357K | Buy |
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|
2022
Q4 | $307K | Buy |
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|
2022
Q3 | $228K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $398K | Hold |
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|
2021
Q4 | $398K | Sell |
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|
2021
Q3 | $372K | Sell |
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|
2021
Q2 | $393K | Sell |
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|
2021
Q1 | $313K | Buy |
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|
2020
Q4 | $293K | Buy |
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