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Connectus Wealth, LLC

SEC CIK
0001857493
Latest filing
May 14, 2024

INTU holding history

Intuit Inc. in every 13F filed by Connectus Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

INTU overviewAll 13F holders of INTUFull Q1 2024 holdings

Shares (Q1 2024)
45,132
Value
$29.3M
% of portfolio
0.8%
Quarters held
10
Since Q4 2021
Holdings of INTU by Connectus Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202445,132$29.3M0.8%−41,984−48.2%ReducedHolders
Q4 202387,116$54.7M1.1%−2,976−3.3%ReducedHolders
Q3 202390,092$46.2M1.0%+1,582+1.8%AddedHolders
Q2 202388,510$40.7M0.9%−2,400−2.6%ReducedHolders
Q1 202390,910$40.7M1.0%+1,148+1.3%AddedHolders
Q4 202289,762$35.1M0.9%+14,094+18.6%AddedHolders
Q3 202275,668$29.4M0.6%+250+0.3%AddedHolders
Q2 202275,418$29.2M0.7%+46,699+162.6%AddedHolders
Q1 202228,719$18.7M0.6%−13,869−32.6%ReducedHolders
Q4 202142,588$27.6M1.1%+42,588NewHolders