Berman Capital Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $480K | Buy |
889
+89
| +11% | +$48.1K | 0.08% | 138 |
|
|
2021
Q2 | $392K | Buy |
800
+136
| +20% | +$66.6K | 0.06% | 146 |
|
|
2021
Q1 | $254K | Buy |
664
+168
| +34% | +$64.3K | 0.05% | 166 |
|
|
2020
Q4 | $188K | Buy |
496
+14
| +3% | +$5.31K | 0.05% | 174 |
|
|
2020
Q3 | $156K | Buy |
482
+2
| +0.4% | +$647 | 0.04% | 174 |
|
|
2020
Q2 | $141K | Sell |
480
-2
| -0.4% | -$588 | 0.04% | 182 |
|
|
2020
Q1 | $110K | Buy |
482
+140
| +41% | +$32K | 0.04% | 182 |
|
|
2019
Q4 | $89K | Hold |
342
| – | – | 0.03% | 236 |
|
|
2019
Q3 | $91K | Hold |
342
| – | – | 0.03% | 220 |
|
|
2019
Q2 | $89K | Buy |
342
+42
| +14% | +$10.9K | 0.03% | 219 |
|
|
2019
Q1 | $78K | Buy |
300
+122
| +69% | +$31.7K | 0.03% | 223 |
|
|
2018
Q4 | $34K | Buy |
+178
| New | +$34K | 0.01% | 292 |
|