CVA Family Office’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $501K | Buy |
636
+21
| +3% | +$16.5K | 0.07% | 168 |
|
2025
Q1 | $378K | Buy |
615
+43
| +8% | +$26.4K | 0.06% | 192 |
|
2024
Q4 | $360K | Buy |
572
+41
| +8% | +$25.8K | 0.06% | 194 |
|
2024
Q3 | $330K | Buy |
531
+17
| +3% | +$10.6K | 0.05% | 190 |
|
2024
Q2 | $338K | Buy |
514
+8
| +2% | +$5.26K | 0.06% | 175 |
|
2024
Q1 | $329K | Buy |
506
+1
| +0.2% | +$650 | 0.06% | 183 |
|
2023
Q4 | $316K | Buy |
505
+10
| +2% | +$6.25K | 0.06% | 182 |
|
2023
Q3 | $253K | Buy |
495
+37
| +8% | +$18.9K | 0.06% | 186 |
|
2023
Q2 | $210K | Buy |
458
+13
| +3% | +$5.96K | 0.04% | 214 |
|
2023
Q1 | $198K | Buy |
445
+52
| +13% | +$23.2K | 0.04% | 221 |
|
2022
Q4 | $153K | Sell |
393
-223
| -36% | -$86.8K | 0.04% | 242 |
|
2022
Q3 | $239K | Buy |
616
+270
| +78% | +$105K | 0.06% | 157 |
|
2022
Q2 | $133K | Sell |
346
-50
| -13% | -$19.2K | 0.04% | 203 |
|
2022
Q1 | $190K | Buy |
396
+30
| +8% | +$14.4K | 0.05% | 179 |
|
2021
Q4 | $235K | Buy |
366
+353
| +2,715% | +$227K | 0.06% | 158 |
|
2021
Q3 | $4K | Sell |
13
-343
| -96% | -$106K | ﹤0.01% | 330 |
|
2021
Q2 | $175K | Buy |
356
+158
| +80% | +$77.7K | 0.05% | 169 |
|
2021
Q1 | $76K | Buy |
198
+185
| +1,423% | +$71K | 0.03% | 219 |
|
2020
Q4 | $5K | Hold |
13
| – | – | ﹤0.01% | 326 |
|
2020
Q3 | $4K | Hold |
13
| – | – | ﹤0.01% | 330 |
|
2020
Q2 | $4K | Hold |
13
| – | – | ﹤0.01% | 296 |
|
2020
Q1 | $3K | Buy |
+13
| New | +$3K | ﹤0.01% | 287 |
|