Curi Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-21
| Closed | -$8K | – | 431 |
|
|
2022
Q2 | $8K | Buy |
21
+13
| +163% | +$4.95K | ﹤0.01% | 405 |
|
|
2022
Q1 | $3K | Sell |
8
-3
| -27% | -$1.13K | ﹤0.01% | 440 |
|
|
2021
Q4 | $7K | Buy |
+11
| New | +$7K | ﹤0.01% | 350 |
|
|
2021
Q1 | – | Sell |
-8
| Closed | -$3K | – | 279 |
|
|
2020
Q4 | $3K | Buy |
+8
| New | +$3K | ﹤0.01% | 320 |
|