BDO Wealth Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $74.6K | Buy |
163
+22
| +16% | +$10.1K | 0.01% | 372 |
|
|
2023
Q1 | $62.9K | Buy |
141
+129
| +1,075% | +$57.5K | 0.01% | 380 |
|
|
2022
Q4 | $4.67K | Sell |
12
-26
| -68% | -$10.1K | ﹤0.01% | 771 |
|
|
2022
Q3 | $15K | Buy |
38
+23
| +153% | +$9.08K | ﹤0.01% | 625 |
|
|
2022
Q2 | $6K | Sell |
15
-12
| -44% | -$4.8K | ﹤0.01% | 762 |
|
|
2022
Q1 | $13K | Hold |
27
| – | – | ﹤0.01% | 685 |
|
|
2021
Q4 | $17K | Hold |
27
| – | – | ﹤0.01% | 650 |
|
|
2021
Q3 | $15K | Hold |
27
| – | – | ﹤0.01% | 662 |
|
|
2021
Q2 | $13K | Sell |
27
-12
| -31% | -$5.78K | ﹤0.01% | 708 |
|
|
2021
Q1 | $15K | Buy |
39
+7
| +22% | +$2.69K | ﹤0.01% | 664 |
|
|
2020
Q4 | $12K | Hold |
32
| – | – | ﹤0.01% | 533 |
|
|
2020
Q3 | $10K | Buy |
32
+20
| +167% | +$6.25K | ﹤0.01% | 491 |
|
|
2020
Q2 | $4K | Hold |
12
| – | – | ﹤0.01% | 577 |
|
|
2020
Q1 | $3K | Buy |
+12
| New | +$3K | ﹤0.01% | 645 |
|
|
2018
Q4 | – | Sell |
-72
| Closed | -$16K | – | 586 |
|
|
2018
Q3 | $16K | Hold |
72
| – | – | 0.01% | 406 |
|
|
2018
Q2 | $15K | Hold |
72
| – | – | 0.01% | 411 |
|
|
2018
Q1 | $12K | Buy |
+72
| New | +$12K | ﹤0.01% | 380 |
|
|
2017
Q3 | – | Sell |
-72
| Closed | -$10K | – | 496 |
|
|
2017
Q2 | $10K | Buy |
+72
| New | +$10K | ﹤0.01% | 374 |
|