CPWM

Cypress Point Wealth Management’s Intuit INTU Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1	Closed	-$1K	–	86
2021 Q3	$1K	Buy	+1	New	+$1K	﹤0.01%	146
2021 Q2	–	Sell	-38	Closed	-$15K	–	197
2021 Q1	$15K	Hold	38	–	–	0.02%	69
2020 Q4	$14K	Buy	+38	New	+$14K	0.02%	143