Balasa Dinverno & Foltz’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.44M | Buy |
8,871
+606
| +7% | +$235K | 0.22% | 46 |
|
|
2022
Q2 | $3.19M | Sell |
8,265
-140
| -2% | -$54K | 0.2% | 44 |
|
|
2022
Q1 | $4.04M | Sell |
8,405
-343
| -4% | -$165K | 0.27% | 38 |
|
|
2021
Q4 | $5.63M | Sell |
8,748
-93
| -1% | -$59.8K | 0.36% | 33 |
|
|
2021
Q3 | $4.77M | Buy |
8,841
+23
| +0.3% | +$12.4K | 0.33% | 33 |
|
|
2021
Q2 | $4.32M | Buy |
8,818
+1
| +0% | +$490 | 0.31% | 32 |
|
|
2021
Q1 | $3.38M | Buy |
8,817
+108
| +1% | +$41.4K | 0.27% | 37 |
|
|
2020
Q4 | $3.31M | Buy |
8,709
+212
| +2% | +$80.5K | 0.27% | 36 |
|
|
2020
Q3 | $2.77M | Sell |
8,497
-66
| -0.8% | -$21.5K | 0.26% | 38 |
|
|
2020
Q2 | $2.54M | Sell |
8,563
-2,391
| -22% | -$708K | 0.28% | 32 |
|
|
2020
Q1 | $2.52M | Sell |
10,954
-459
| -4% | -$106K | 0.32% | 34 |
|
|
2019
Q4 | $2.99M | Sell |
11,413
-389
| -3% | -$102K | 0.32% | 32 |
|
|
2019
Q3 | $3.14M | Buy |
11,802
+513
| +5% | +$136K | 0.36% | 23 |
|
|
2019
Q2 | $2.95M | Buy |
11,289
+134
| +1% | +$35K | 0.34% | 23 |
|
|
2019
Q1 | $2.92M | Sell |
11,155
-258
| -2% | -$67.4K | 0.35% | 25 |
|
|
2018
Q4 | $2.25M | Buy |
11,413
+2,788
| +32% | +$549K | 0.28% | 37 |
|
|
2018
Q3 | $1.96M | Buy |
8,625
+1,022
| +13% | +$232K | 0.22% | 37 |
|
|
2018
Q2 | $1.55M | Buy |
7,603
+1,421
| +23% | +$290K | 0.23% | 43 |
|
|
2018
Q1 | $1.07M | Buy |
6,182
+354
| +6% | +$61.4K | 0.16% | 56 |
|
|
2017
Q4 | $920K | Buy |
5,828
+958
| +20% | +$151K | 0.14% | 66 |
|
|
2017
Q3 | $692K | Buy |
4,870
+1,159
| +31% | +$165K | 0.11% | 77 |
|
|
2017
Q2 | $493K | Buy |
3,711
+1,019
| +38% | +$135K | 0.08% | 117 |
|
|
2017
Q1 | $312K | Buy |
+2,692
| New | +$312K | 0.05% | 153 |
|