BerganKDV Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $97.6K | Sell |
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|
2023
Q1 | $123K | Buy |
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|
2022
Q4 | $107K | Buy |
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|
2022
Q3 | $105K | Sell |
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|
2022
Q2 | $132K | Sell |
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|
2022
Q1 | $174K | Hold |
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|
2021
Q4 | $233K | Buy |
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|
2021
Q3 | $186K | Sell |
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|
2021
Q2 | $171K | Hold |
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|
2021
Q1 | $134K | Sell |
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|
2020
Q4 | $146K | Buy |
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|
2020
Q3 | $109K | Hold |
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|
2020
Q2 | $99K | Buy |
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|
2020
Q1 | $75K | Sell |
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|
2019
Q4 | $94K | Buy |
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|
2019
Q3 | $89K | Hold |
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|
2019
Q2 | $88K | Hold |
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|
2019
Q1 | $88K | Hold |
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|
2018
Q4 | $66K | Hold |
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|
2018
Q3 | $76K | Hold |
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|
2018
Q2 | $69K | Buy |
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