Ardsley Advisory Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,600
| Closed | -$623K | – | 117 |
|
|
2022
Q4 | $623K | Buy |
1,600
+250
| +19% | +$97.3K | 0.13% | 72 |
|
|
2022
Q3 | $523K | Buy |
+1,350
| New | +$523K | 0.12% | 64 |
|
|
2021
Q1 | – | Sell |
-2,500
| Closed | -$950K | – | 121 |
|
|
2020
Q4 | $950K | Sell |
2,500
-750
| -23% | -$285K | 0.16% | 66 |
|
|
2020
Q3 | $1.06M | Buy |
3,250
+2,000
| +160% | +$652K | 0.2% | 50 |
|
|
2020
Q2 | $370K | Buy |
+1,250
| New | +$370K | 0.08% | 84 |
|
|
2017
Q4 | – | Sell |
-4,000
| Closed | -$569K | – | 146 |
|
|
2017
Q3 | $569K | Buy |
+4,000
| New | +$569K | 0.08% | 79 |
|
|
2017
Q2 | – | Sell |
-3,000
| Closed | -$348K | – | 139 |
|
|
2017
Q1 | $348K | Sell |
3,000
-2,000
| -40% | -$232K | 0.05% | 92 |
|
|
2016
Q4 | $573K | Buy |
+5,000
| New | +$573K | 0.09% | 75 |
|