CONCENTRIC WEALTH MANAGEMENT, LLC – Intuit Inc. Transaction History
CONCENTRIC WEALTH MANAGEMENT, LLC portfolio value:
$554,000
portfolio value
CONCENTRIC WEALTH MANAGEMENT, LLC quarter portfolio value change:
+0.49%
quarter
Intuit Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 3K | $387.32 | 1.43K | |
| Q2 2022 | share | 0.00% | 0 shares | -137K | $385.44 | 1.43K | |
| Q1 2022 | share | 0.00% | 0 shares | -232K | $480.84 | 1.43K | |
| Q4 2021 | share | Decrease | -4.67% | -70 shares | 111K | $643.36 | 1.43K |
| Q3 2021 | share | 0.00% | 0 shares | 74K | $538.83 | 1.5K | |
| Q2 2021 | share | 0.00% | 0 shares | 160K | $488.98 | 1.5K | |
| Q1 2021 | share | Decrease | -11.76% | -200 shares | -71K | $381.59 | 1.5K |
| Q4 2020 | share | 0.00% | 0 shares | 91K | $377.8 | 1.7K | |
| Q3 2020 | share | Decrease | -19.05% | -400 shares | -67K | $323.88 | 1.7K |
| Q2 2020 | share | Decrease | -12.50% | -300 shares | 70K | $293.57 | 2.1K |
| Q1 2020 | share | 0.00% | 0 shares | -77K | $227.48 | 2.4K | |
| Q4 2019 | share | Decrease | -8.40% | -220 shares | -68K | $258.57 | 2.4K |
| Q3 2019 | share | 0.00% | 0 shares | 12K | $262 | 2.62K | |
| Q2 2019 | share | 0.00% | 0 shares | 0 | $257.01 | 2.62K | |
| Q1 2019 | share | 0.00% | 0 shares | 169K | $256.62 | 2.62K | |
| Q4 2018 | share | 0.00% | 0 shares | -80K | $192.8 | 2.62K | |
| Q3 2018 | share | Decrease | -5.42% | -150 shares | 30K | $222.25 | 2.62K |
| Q2 2018 | share | 0.00% | 0 shares | 86K | $199.31 | 2.77K | |
| Q1 2018 | share | 0.00% | 0 shares | 43K | $168.72 | 2.77K | |
| Q4 2017 | share | 0.00% | 0 shares | 43K | $153.2 | 2.77K | |
| Q3 2017 | share | Increase | 0.00% | 2.77K shares | 394K | $137.64 | 2.77K |