Aft Forsyth & Sober’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,200
| Closed | -$613K | – | 84 |
|
|
2023
Q3 | $613K | Hold |
1,200
| – | – | 0.26% | 78 |
|
|
2023
Q2 | $550K | Hold |
1,200
| – | – | 0.23% | 80 |
|
|
2023
Q1 | $535K | Hold |
1,200
| – | – | 0.27% | 77 |
|
|
2022
Q4 | $467K | Hold |
1,200
| – | – | 0.21% | 80 |
|
|
2022
Q3 | $465K | Hold |
1,200
| – | – | 0.23% | 81 |
|
|
2022
Q2 | $463K | Hold |
1,200
| – | – | 0.22% | 81 |
|
|
2022
Q1 | $577K | Hold |
1,200
| – | – | 0.23% | 82 |
|
|
2021
Q4 | $772K | Buy |
+1,200
| New | +$772K | 0.27% | 82 |
|