B. Riley Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $228 | Sell |
591
-40
| -6% | -$15 | ﹤0.01% | 618 |
|
|
2022
Q1 | $303K | Buy |
631
+246
| +64% | +$118K | 0.02% | 445 |
|
|
2021
Q4 | $248K | Hold |
385
| – | – | 0.02% | 525 |
|
|
2021
Q3 | $208K | Buy |
+385
| New | +$208K | 0.02% | 559 |
|
|
2014
Q3 | – | Sell |
-1,367
| Closed | -$110K | – | 1109 |
|
|
2014
Q2 | $110K | Buy |
1,367
+7
| +0.5% | +$563 | 0.07% | 331 |
|
|
2014
Q1 | $106K | Buy |
+1,360
| New | +$106K | 0.08% | 307 |
|