Applied Capital LLC’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,237
| Closed | -$773K | – | 85 |
|
|
2023
Q4 | $773K | Sell |
1,237
-145
| -10% | -$90.6K | 0.71% | 53 |
|
|
2023
Q3 | $706K | Hold |
1,382
| – | – | 0.7% | 52 |
|
|
2023
Q2 | $633K | Buy |
1,382
+10
| +0.7% | +$4.58K | 0.6% | 58 |
|
|
2023
Q1 | $612K | Buy |
1,372
+64
| +5% | +$28.5K | 0.61% | 59 |
|
|
2022
Q4 | $509K | Buy |
+1,308
| New | +$509K | 0.5% | 63 |
|