Benjamin F. Edwards & Company’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $32.7M | Buy |
49,681
+1,047
| +2% | +$688K | 0.57% | 48 |
|
|
2024
Q1 | $31.6M | Buy |
48,634
+2,507
| +5% | +$1.63M | 0.57% | 45 |
|
|
2023
Q4 | $28.8M | Buy |
46,127
+42,158
| +1,062% | +$26.4M | 0.58% | 46 |
|
|
2023
Q3 | $2.03M | Buy |
3,969
+551
| +16% | +$282K | 0.08% | 243 |
|
|
2023
Q2 | $1.57M | Buy |
3,418
+2,595
| +315% | +$1.19M | 0.06% | 282 |
|
|
2023
Q1 | $367K | Sell |
823
-12
| -1% | -$5.35K | 0.02% | 553 |
|
|
2022
Q4 | $325K | Buy |
835
+69
| +9% | +$26.9K | 0.01% | 578 |
|
|
2022
Q3 | $297K | Sell |
766
-1,204
| -61% | -$467K | 0.01% | 557 |
|
|
2022
Q2 | $759K | Buy |
1,970
+19
| +1% | +$7.32K | 0.04% | 378 |
|
|
2022
Q1 | $938K | Sell |
1,951
-126
| -6% | -$60.6K | 0.04% | 353 |
|
|
2021
Q4 | $1.34M | Buy |
2,077
+115
| +6% | +$74K | 0.06% | 294 |
|
|
2021
Q3 | $1.06M | Buy |
1,962
+619
| +46% | +$334K | 0.05% | 323 |
|
|
2021
Q2 | $658K | Sell |
1,343
-580
| -30% | -$284K | 0.03% | 397 |
|
|
2021
Q1 | $737K | Buy |
1,923
+196
| +11% | +$75.1K | 0.04% | 383 |
|
|
2020
Q4 | $656K | Buy |
1,727
+497
| +40% | +$189K | 0.04% | 378 |
|
|
2020
Q3 | $401K | Buy |
1,230
+890
| +262% | +$290K | 0.03% | 442 |
|
|
2020
Q2 | $101K | Buy |
340
+156
| +85% | +$46.3K | 0.01% | 737 |
|
|
2020
Q1 | $42K | Sell |
184
-30
| -14% | -$6.85K | ﹤0.01% | 882 |
|
|
2019
Q4 | $56K | Hold |
214
| – | – | ﹤0.01% | 945 |
|
|
2019
Q3 | $57K | Sell |
214
-19
| -8% | -$5.06K | ﹤0.01% | 887 |
|
|
2019
Q2 | $61K | Buy |
233
+19
| +9% | +$4.97K | 0.01% | 845 |
|
|
2019
Q1 | $56K | Hold |
214
| – | – | 0.01% | 845 |
|
|
2018
Q4 | $42K | Hold |
214
| – | – | ﹤0.01% | 875 |
|
|
2018
Q3 | $49K | Hold |
214
| – | – | ﹤0.01% | 870 |
|
|
2018
Q2 | $44K | Hold |
214
| – | – | ﹤0.01% | 884 |
|
|
2018
Q1 | $37K | Hold |
214
| – | – | ﹤0.01% | 919 |
|
|
2017
Q4 | $34K | Buy |
214
+64
| +43% | +$10.2K | ﹤0.01% | 884 |
|
|
2017
Q3 | $21K | Buy |
+150
| New | +$21K | ﹤0.01% | 962 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 852 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 802 |
|