CA
CV Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-439
| Closed | -$276K | – | 39 |
|
|
2024
Q4 | $276K | Hold |
439
| – | – | 0.1% | 25 |
|
|
2024
Q3 | $273K | Hold |
439
| – | – | 0.13% | 17 |
|
|
2024
Q2 | $289K | Hold |
439
| – | – | 0.15% | 16 |
|
|
2024
Q1 | $285K | Hold |
439
| – | – | 0.16% | 18 |
|
|
2023
Q4 | $274K | Hold |
439
| – | – | 0.18% | 17 |
|
|
2023
Q3 | $224K | Hold |
439
| – | – | 0.17% | 18 |
|
|
2023
Q2 | $201K | Buy |
+439
| New | +$201K | 0.15% | 20 |
|
|
2022
Q2 | – | Sell |
-439
| Closed | -$211K | – | 26 |
|
|
2022
Q1 | $211K | Sell |
439
-165
| -27% | -$79.3K | 0.15% | 27 |
|
|
2021
Q4 | $389K | Buy |
+604
| New | +$389K | 0.22% | 23 |
|