CWP
Curated Wealth Partners’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
1,568
+17
| +1% | +$13.4K | 0.14% | 45 |
|
|
2025
Q1 | $952K | Buy |
1,551
+417
| +37% | +$256K | 0.12% | 57 |
|
|
2024
Q4 | $713K | Sell |
1,134
-117
| -9% | -$73.5K | 0.08% | 68 |
|
|
2024
Q3 | $777K | Hold |
1,251
| – | – | 0.1% | 63 |
|
|
2024
Q2 | $822K | Buy |
+1,251
| New | +$822K | 0.11% | 54 |
|
|
2024
Q1 | – | Sell |
-1,517
| Closed | -$948K | – | 68 |
|
|
2023
Q4 | $948K | Buy |
1,517
+104
| +7% | +$65K | 0.15% | 49 |
|
|
2023
Q3 | $722K | Buy |
1,413
+571
| +68% | +$292K | 0.13% | 60 |
|
|
2023
Q2 | $386K | Buy |
842
+41
| +5% | +$18.8K | 0.07% | 86 |
|
|
2023
Q1 | $357K | Buy |
801
+11
| +1% | +$4.9K | 0.08% | 85 |
|
|
2022
Q4 | $307K | Buy |
790
+202
| +34% | +$78.6K | 0.07% | 91 |
|
|
2022
Q3 | $228K | Buy |
+588
| New | +$228K | 0.07% | 110 |
|
|
2022
Q2 | – | Sell |
-619
| Closed | -$398K | – | 147 |
|
|
2022
Q1 | $398K | Hold |
619
| – | – | 0.13% | 87 |
|
|
2021
Q4 | $398K | Sell |
619
-71
| -10% | -$45.7K | 0.13% | 90 |
|
|
2021
Q3 | $372K | Sell |
690
-112
| -14% | -$60.4K | 0.21% | 95 |
|
|
2021
Q2 | $393K | Sell |
802
-15
| -2% | -$7.35K | 0.21% | 90 |
|
|
2021
Q1 | $313K | Buy |
817
+45
| +6% | +$17.2K | 0.19% | 104 |
|
|
2020
Q4 | $293K | Buy |
+772
| New | +$293K | 0.19% | 105 |
|