Aevitas Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-677
| Closed | -$436K | – | 121 |
|
|
2021
Q4 | $436K | Hold |
677
| – | – | 0.26% | 87 |
|
|
2021
Q3 | $365K | Buy |
677
+1
| +0.1% | +$539 | 0.23% | 95 |
|
|
2021
Q2 | $331K | Buy |
676
+1
| +0.1% | +$490 | 0.21% | 98 |
|
|
2021
Q1 | $259K | Buy |
675
+1
| +0.1% | +$384 | 0.18% | 103 |
|
|
2020
Q4 | $256K | Buy |
674
+1
| +0.1% | +$380 | 0.19% | 102 |
|
|
2020
Q3 | $220K | Buy |
+673
| New | +$220K | 0.18% | 101 |
|