Allegis Investment Advisors’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
$626K Sell
3,614
-854
-19% -$148K 0.19% 102
2017
Q4
$705K Sell
4,468
-571
-11% -$90.1K 0.21% 115
2017
Q3
$716K Sell
5,039
-1,890
-27% -$269K 0.17% 119
2017
Q2
$920K Sell
6,929
-734
-10% -$97.5K 0.23% 102
2017
Q1
$889K Buy
7,663
+95
+1% +$11K 0.23% 104
2016
Q4
$867K Sell
7,568
-413
-5% -$47.3K 0.27% 102
2016
Q3
$878K Sell
7,981
-255
-3% -$28.1K 0.34% 96
2016
Q2
$900K Buy
8,236
+267
+3% +$29.2K 0.45% 79
2016
Q1
$829K Buy
7,969
+1,258
+19% +$131K 0.48% 77
2015
Q4
$648K Buy
+6,711
New +$648K 0.36% 78