Applied Research Investments’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-1,510
| Closed | -$582K | – | 20 |
|
2022
Q2 | $582K | Sell |
1,510
-172
| -10% | -$66.3K | 2.57% | 21 |
|
2022
Q1 | $809K | Sell |
1,682
-5,343
| -76% | -$2.57M | 2.41% | 21 |
|
2021
Q4 | $4.52M | Buy |
7,025
+516
| +8% | +$332K | 1.49% | 25 |
|
2021
Q3 | $3.51M | Sell |
6,509
-268
| -4% | -$145K | 1.17% | 30 |
|
2021
Q2 | $3.32M | Hold |
6,777
| – | – | 1.19% | 30 |
|
2021
Q1 | $2.6M | Buy |
6,777
+324
| +5% | +$124K | 0.95% | 36 |
|
2020
Q4 | $2.45M | Buy |
6,453
+1,192
| +23% | +$453K | 1.04% | 36 |
|
2020
Q3 | $1.72M | Buy |
5,261
+2,096
| +66% | +$684K | 0.97% | 35 |
|
2020
Q2 | $937K | Buy |
+3,165
| New | +$937K | 0.82% | 33 |
|