Assured Investment Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-31,679
| Closed | -$8.28M | – | 418 |
|
|
2019
Q1 | $8.28M | Buy |
31,679
+19,434
| +159% | +$5.08M | 0.09% | 73 |
|
|
2018
Q4 | $2.41M | Sell |
12,245
-21,285
| -63% | -$4.19M | 0.07% | 295 |
|
|
2018
Q3 | $7.63M | Buy |
33,530
+23,988
| +251% | +$5.46M | 0.14% | 137 |
|
|
2018
Q2 | $1.95M | Buy |
+9,542
| New | +$1.95M | 0.04% | 379 |
|
|
2018
Q1 | – | Sell |
-91,977
| Closed | -$14.5M | – | 1174 |
|
|
2017
Q4 | $14.5M | Buy |
91,977
+16,903
| +23% | +$2.67M | 0.29% | 44 |
|
|
2017
Q3 | $10.7M | Buy |
75,074
+42,008
| +127% | +$5.97M | 0.22% | 56 |
|
|
2017
Q2 | $4.39M | Buy |
33,066
+7,392
| +29% | +$982K | 0.09% | 91 |
|
|
2017
Q1 | $2.98M | Buy |
25,674
+22,649
| +749% | +$2.63M | 0.06% | 83 |
|
|
2016
Q4 | $347K | Sell |
3,025
-3,089
| -51% | -$354K | 0.01% | 428 |
|
|
2016
Q3 | $673K | Buy |
6,114
+142
| +2% | +$15.6K | 0.02% | 343 |
|
|
2016
Q2 | $667K | Buy |
+5,972
| New | +$667K | 0.02% | 323 |
|
|
2016
Q1 | – | Sell |
-2,942
| Closed | -$284K | – | 628 |
|
|
2015
Q4 | $284K | Sell |
2,942
-4,447
| -60% | -$429K | 0.01% | 377 |
|
|
2015
Q3 | $656K | Buy |
7,389
+3,984
| +117% | +$354K | 0.01% | 271 |
|
|
2015
Q2 | $343K | Sell |
3,405
-699
| -17% | -$70.4K | 0.01% | 401 |
|
|
2015
Q1 | $398K | Buy |
+4,104
| New | +$398K | 0.01% | 241 |
|