Assured Investment Management’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-31,679
Closed -$8.28M 426
2019
Q1
$8.28M Buy
31,679
+19,434
+159% +$4.49M 0.09% 82
2018
Q4
$2.41M Sell
12,245
-21,285
-63% -$4.43M 0.07% 310
2018
Q3
$7.63M Buy
33,530
+23,988
+251% +$5.15M 0.14% 156
2018
Q2
$1.95M Buy
+9,542
New +$1.83M 0.04% 406
2018
Q1
Sell
-91,977
Closed -$14.5M 1202
2017
Q4
$14.5M Buy
91,977
+16,903
+23% +$2.58M 0.29% 58
2017
Q3
$10.7M Buy
75,074
+42,008
+127% +$5.8M 0.22% 81
2017
Q2
$4.39M Buy
33,066
+7,392
+29% +$959K 0.09% 136
2017
Q1
$2.98M Buy
25,674
+22,649
+749% +$2.71M 0.06% 125
2016
Q4
$347K Sell
3,025
-3,089
-51% -$346K 0.01% 476
2016
Q3
$673K Buy
6,114
+142
+2% +$15.9K 0.02% 383
2016
Q2
$667K Buy
+5,972
New +$625K 0.02% 353
2016
Q1
Sell
-2,942
Closed -$284K 664
2015
Q4
$284K Sell
2,942
-4,447
-60% -$430K 0.01% 424
2015
Q3
$656K Buy
7,389
+3,984
+117% +$387K 0.01% 299
2015
Q2
$343K Sell
3,405
-699
-17% -$71.3K 0.01% 435
2015
Q1
$398K Buy
+4,104
New +$381K 0.01% 286

Other funds holding INTU