Beacon Financial Advisory’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,497
| Closed | -$962K | – | 203 |
|
|
2022
Q2 | $962K | Buy |
2,497
+10
| +0.4% | +$3.85K | 0.55% | 53 |
|
|
2022
Q1 | $1.2M | Buy |
2,487
+2
| +0.1% | +$962 | 0.57% | 49 |
|
|
2021
Q4 | $1.6M | Buy |
2,485
+4
| +0.2% | +$2.57K | 0.74% | 35 |
|
|
2021
Q3 | $1.34M | Hold |
2,481
| – | – | 0.7% | 35 |
|
|
2021
Q2 | $1.22M | Hold |
2,481
| – | – | 0.65% | 39 |
|
|
2021
Q1 | $950K | Buy |
2,481
+15
| +0.6% | +$5.74K | 0.54% | 58 |
|
|
2020
Q4 | $936K | Buy |
2,466
+12
| +0.5% | +$4.56K | 0.61% | 47 |
|
|
2020
Q3 | $800K | Hold |
2,454
| – | – | 0.7% | 37 |
|
|
2020
Q2 | $726K | Hold |
2,454
| – | – | 0.79% | 36 |
|
|
2020
Q1 | $564K | Buy |
2,454
+54
| +2% | +$12.4K | 0.72% | 40 |
|
|
2019
Q4 | $628K | Buy |
+2,400
| New | +$628K | 0.54% | 53 |
|