Berman Capital Advisors’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$480K Buy
2021
Q2
$392K Buy
2021
Q1
$254K Buy
2020
Q4
$188K Buy
2020
Q3
$156K Buy
2020
Q2
$141K Sell
2020
Q1
$110K Buy
2019
Q4
$89K Hold
2019
Q3
$91K Hold
2019
Q2
$89K Buy
2019
Q1
$78K Buy
2018
Q4
$34K Buy