CWP
Cyndeo Wealth Partners’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.86M | Buy |
6,166
+96
| +2% | +$75.6K | 0.29% | 95 |
|
|
2025
Q1 | $3.73M | Sell |
6,070
-792
| -12% | -$486K | 0.24% | 110 |
|
|
2024
Q4 | $4.31M | Buy |
6,862
+244
| +4% | +$153K | 0.29% | 96 |
|
|
2024
Q3 | $4.11M | Buy |
6,618
+1,188
| +22% | +$738K | 0.29% | 98 |
|
|
2024
Q2 | $3.57M | Buy |
5,430
+1
| +0% | +$657 | 0.28% | 106 |
|
|
2024
Q1 | $3.53M | Buy |
5,429
+469
| +9% | +$305K | 0.29% | 103 |
|
|
2023
Q4 | $3.1M | Buy |
4,960
+2,253
| +83% | +$1.41M | 0.29% | 103 |
|
|
2023
Q3 | $1.38M | Sell |
2,707
-260
| -9% | -$133K | 0.14% | 157 |
|
|
2023
Q2 | $1.36M | Buy |
2,967
+2,478
| +507% | +$1.14M | 0.14% | 150 |
|
|
2023
Q1 | $218K | Buy |
+489
| New | +$218K | 0.02% | 297 |
|