ACG Wealth’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-51
| Closed | -$20K | – | 600 |
|
2022
Q2 | $20K | Buy |
+51
| New | +$20K | ﹤0.01% | 573 |
|
2021
Q1 | – | Sell |
-668
| Closed | -$254K | – | 322 |
|
2020
Q4 | $254K | Buy |
668
+1
| +0.1% | +$380 | 0.04% | 261 |
|
2020
Q3 | $218K | Buy |
+667
| New | +$218K | 0.03% | 263 |
|