Abbrea Capital’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $624K | Sell |
949
-145
| -13% | -$95.3K | 0.08% | 147 |
|
|
2024
Q1 | $711K | Hold |
1,094
| – | – | 0.09% | 140 |
|
|
2023
Q4 | $684K | Buy |
1,094
+30
| +3% | +$18.8K | 0.1% | 139 |
|
|
2023
Q3 | $544K | Buy |
1,064
+15
| +1% | +$7.67K | 0.09% | 144 |
|
|
2023
Q2 | $481K | Buy |
1,049
+45
| +4% | +$20.6K | 0.07% | 163 |
|
|
2023
Q1 | $448K | Hold |
1,004
| – | – | 0.08% | 163 |
|
|
2022
Q4 | $391K | Buy |
1,004
+158
| +19% | +$61.5K | 0.07% | 167 |
|
|
2022
Q3 | $328K | Buy |
846
+165
| +24% | +$64K | 0.06% | 170 |
|
|
2022
Q2 | $262K | Sell |
681
-70
| -9% | -$26.9K | 0.04% | 202 |
|
|
2022
Q1 | $361K | Buy |
751
+65
| +9% | +$31.2K | 0.05% | 190 |
|
|
2021
Q4 | $441K | Hold |
686
| – | – | 0.06% | 183 |
|
|
2021
Q3 | $370K | Buy |
686
+60
| +10% | +$32.4K | 0.06% | 187 |
|
|
2021
Q2 | $307K | Hold |
626
| – | – | 0.05% | 204 |
|
|
2021
Q1 | $240K | Hold |
626
| – | – | 0.04% | 211 |
|
|
2020
Q4 | $238K | Buy |
+626
| New | +$238K | 0.04% | 193 |
|
|
2020
Q1 | – | Sell |
-784
| Closed | -$205K | – | 182 |
|
|
2019
Q4 | $205K | Buy |
+784
| New | +$205K | 0.04% | 187 |
|