Baystate Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $35.6K | Buy |
56
+14
| +33% | +$8.89K | ﹤0.01% | 438 |
|
|
2023
Q3 | $21.9K | Sell |
42
-18
| -30% | -$9.37K | ﹤0.01% | 463 |
|
|
2023
Q2 | $27.8K | Hold |
60
| – | – | ﹤0.01% | 415 |
|
|
2023
Q1 | $27K | Buy |
60
+18
| +43% | +$8.11K | ﹤0.01% | 419 |
|
|
2022
Q4 | $17K | Hold |
42
| – | – | ﹤0.01% | 489 |
|
|
2022
Q3 | $16K | Hold |
42
| – | – | ﹤0.01% | 462 |
|
|
2022
Q2 | $16K | Hold |
42
| – | – | ﹤0.01% | 487 |
|
|
2022
Q1 | $20K | Hold |
42
| – | – | ﹤0.01% | 455 |
|
|
2021
Q4 | $27K | Hold |
42
| – | – | ﹤0.01% | 417 |
|
|
2021
Q3 | $23K | Buy |
42
+21
| +100% | +$11.5K | ﹤0.01% | 396 |
|
|
2021
Q2 | $10K | Hold |
21
| – | – | ﹤0.01% | 500 |
|
|
2021
Q1 | $8K | Hold |
21
| – | – | ﹤0.01% | 477 |
|
|
2020
Q4 | $8K | Sell |
21
-41
| -66% | -$15.6K | ﹤0.01% | 449 |
|
|
2020
Q3 | $20K | Buy |
62
+1
| +2% | +$323 | ﹤0.01% | 323 |
|
|
2020
Q2 | $18K | Sell |
61
-1
| -2% | -$295 | ﹤0.01% | 320 |
|
|
2020
Q1 | $14K | Buy |
62
+1
| +2% | +$226 | ﹤0.01% | 333 |
|
|
2019
Q4 | $16K | Buy |
61
+21
| +53% | +$5.51K | ﹤0.01% | 348 |
|
|
2019
Q3 | $11K | Hold |
40
| – | – | ﹤0.01% | 353 |
|
|
2019
Q2 | $11K | Hold |
40
| – | – | ﹤0.01% | 359 |
|
|
2019
Q1 | $11K | Hold |
40
| – | – | ﹤0.01% | 372 |
|
|
2018
Q4 | $9K | Hold |
40
| – | – | ﹤0.01% | 383 |
|
|
2018
Q3 | $8K | Hold |
40
| – | – | ﹤0.01% | 393 |
|
|
2018
Q2 | $8K | Hold |
40
| – | – | ﹤0.01% | 396 |
|
|
2018
Q1 | $7K | Hold |
40
| – | – | ﹤0.01% | 388 |
|
|
2017
Q4 | $7K | Hold |
40
| – | – | ﹤0.01% | 395 |
|
|
2017
Q3 | $6K | Hold |
40
| – | – | ﹤0.01% | 390 |
|
|
2017
Q2 | $5K | Hold |
40
| – | – | ﹤0.01% | 412 |
|
|
2017
Q1 | $5K | Buy |
+40
| New | +$5K | ﹤0.01% | 393 |
|