Balasa Dinverno & Foltz’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$3.44M Buy
2022
Q2
$3.19M Sell
2022
Q1
$4.04M Sell
2021
Q4
$5.63M Sell
2021
Q3
$4.77M Buy
2021
Q2
$4.32M Buy
2021
Q1
$3.38M Buy
2020
Q4
$3.31M Buy
2020
Q3
$2.77M Sell
2020
Q2
$2.54M Sell
2020
Q1
$2.52M Sell
2019
Q4
$2.99M Sell
2019
Q3
$3.14M Buy
2019
Q2
$2.95M Buy
2019
Q1
$2.92M Sell
2018
Q4
$2.25M Buy
2018
Q3
$1.96M Buy
2018
Q2
$1.55M Buy
2018
Q1
$1.07M Buy
2017
Q4
$920K Buy
2017
Q3
$692K Buy
2017
Q2
$493K Buy
2017
Q1
$312K Buy