BWM
BerganKDV Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $97.6K | Sell |
213
-63
| -23% | -$28.9K | 0.01% | 302 |
|
|
2023
Q1 | $123K | Buy |
276
+2
| +0.7% | +$892 | 0.01% | 288 |
|
|
2022
Q4 | $107K | Buy |
274
+2
| +0.7% | +$779 | 0.01% | 300 |
|
|
2022
Q3 | $105K | Sell |
272
-71
| -21% | -$27.4K | 0.01% | 281 |
|
|
2022
Q2 | $132K | Sell |
343
-19
| -5% | -$7.31K | 0.02% | 276 |
|
|
2022
Q1 | $174K | Hold |
362
| – | – | 0.02% | 251 |
|
|
2021
Q4 | $233K | Buy |
362
+18
| +5% | +$11.6K | 0.02% | 248 |
|
|
2021
Q3 | $186K | Sell |
344
-5
| -1% | -$2.7K | 0.02% | 252 |
|
|
2021
Q2 | $171K | Hold |
349
| – | – | 0.02% | 259 |
|
|
2021
Q1 | $134K | Sell |
349
-35
| -9% | -$13.4K | 0.02% | 270 |
|
|
2020
Q4 | $146K | Buy |
384
+51
| +15% | +$19.4K | 0.02% | 245 |
|
|
2020
Q3 | $109K | Hold |
333
| – | – | 0.02% | 256 |
|
|
2020
Q2 | $99K | Buy |
333
+6
| +2% | +$1.78K | 0.02% | 277 |
|
|
2020
Q1 | $75K | Sell |
327
-30
| -8% | -$6.88K | 0.02% | 276 |
|
|
2019
Q4 | $94K | Buy |
357
+21
| +6% | +$5.53K | 0.02% | 281 |
|
|
2019
Q3 | $89K | Hold |
336
| – | – | 0.02% | 270 |
|
|
2019
Q2 | $88K | Hold |
336
| – | – | 0.02% | 276 |
|
|
2019
Q1 | $88K | Hold |
336
| – | – | 0.02% | 289 |
|
|
2018
Q4 | $66K | Hold |
336
| – | – | 0.02% | 276 |
|
|
2018
Q3 | $76K | Hold |
336
| – | – | 0.02% | 276 |
|
|
2018
Q2 | $69K | Buy |
+336
| New | +$69K | 0.02% | 282 |
|