Altium 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
Q2 | $1.52M | Buy |
3,953
+391
| +11% | +$151K | 0.11% | 112 |
|
2022
Q1 | $1.71M | Buy |
3,562
+1,303
| +58% | +$627K | 0.11% | 102 |
|
2021
Q4 | $1.45M | Buy |
2,259
+146
| +7% | +$93.9K | 0.09% | 112 |
|
2021
Q3 | $1.14M | Buy |
2,113
+105
| +5% | +$56.6K | 0.08% | 119 |
|
2021
Q2 | $984K | Buy |
2,008
+87
| +5% | +$42.6K | 0.07% | 133 |
|
2021
Q1 | $736K | Buy |
1,921
+76
| +4% | +$29.1K | 0.06% | 156 |
|
2020
Q4 | $701K | Buy |
1,845
+82
| +5% | +$31.2K | 0.06% | 137 |
|
2020
Q3 | $575K | Buy |
1,763
+32
| +2% | +$10.4K | 0.06% | 142 |
|
2020
Q2 | $513K | Buy |
1,731
+49
| +3% | +$14.5K | 0.06% | 153 |
|
2020
Q1 | $387K | Buy |
1,682
+103
| +7% | +$23.7K | 0.05% | 168 |
|
2019
Q4 | $414K | Sell |
1,579
-71
| -4% | -$18.6K | 0.05% | 183 |
|
2019
Q3 | $439K | Buy |
1,650
+44
| +3% | +$11.7K | 0.06% | 173 |
|
2019
Q2 | $420K | Sell |
1,606
-15
| -0.9% | -$3.92K | 0.06% | 180 |
|
2019
Q1 | $424K | Buy |
1,621
+34
| +2% | +$8.89K | 0.07% | 179 |
|
2018
Q4 | $312K | Buy |
1,587
+33
| +2% | +$6.49K | 0.06% | 200 |
|
2018
Q3 | $353K | Sell |
1,554
-229
| -13% | -$52K | 0.07% | 198 |
|
2018
Q2 | $364K | Buy |
+1,783
| New | +$364K | 0.1% | 154 |
|