Alera Investment Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $383K | Buy |
617
+46
| +8% | +$28.6K | 0.05% | 170 |
|
|
2024
Q2 | $375K | Buy |
+571
| New | +$375K | 0.05% | 168 |
|
|
2023
Q1 | – | Sell |
-544
| Closed | -$212K | – | 176 |
|
|
2022
Q4 | $212K | Sell |
544
-66
| -11% | -$25.7K | 0.05% | 162 |
|
|
2022
Q3 | $236K | Sell |
610
-12
| -2% | -$4.64K | 0.07% | 156 |
|
|
2022
Q2 | $240K | Buy |
+622
| New | +$240K | 0.07% | 162 |
|
|
2019
Q2 | – | Sell |
-101
| Closed | -$26K | – | 522 |
|
|
2019
Q1 | $26K | Buy |
101
+3
| +3% | +$772 | 0.01% | 241 |
|
|
2018
Q4 | $19K | Buy |
+98
| New | +$19K | 0.01% | 296 |
|