Avalon Investment & Advisory’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$919K Sell
2,062
-1,218
-37% -$543K 0.03% 209
2022
Q4
$1.28M Sell
3,280
-328
-9% -$128K 0.04% 186
2022
Q3
$1.4M Sell
3,608
-318
-8% -$123K 0.04% 182
2022
Q2
$1.51M Sell
3,926
-214
-5% -$82.5K 0.04% 179
2022
Q1
$1.99M Buy
4,140
+1,402
+51% +$674K 0.05% 171
2021
Q4
$1.76M Sell
2,738
-1,571
-36% -$1.01M 0.04% 178
2021
Q3
$2.33M Buy
4,309
+56
+1% +$30.2K 0.05% 185
2021
Q2
$2.09M Buy
4,253
+638
+18% +$313K 0.05% 192
2021
Q1
$1.39M Buy
3,615
+255
+8% +$97.7K 0.03% 215
2020
Q4
$1.28M Buy
3,360
+652
+24% +$248K 0.03% 231
2020
Q3
$883K Buy
2,708
+650
+32% +$212K 0.02% 222
2020
Q2
$610K Buy
+2,058
New +$610K 0.01% 233