Bison Wealth’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-336
| Closed | -$209K | – | 373 |
|
|
2024
Q3 | $209K | Sell |
336
-249
| -43% | -$155K | 0.03% | 394 |
|
|
2024
Q2 | $380K | Hold |
585
| – | – | 0.06% | 282 |
|
|
2024
Q1 | $380K | Buy |
585
+1
| +0.2% | +$650 | 0.06% | 282 |
|
|
2023
Q4 | $365K | Buy |
584
+37
| +7% | +$23.1K | 0.06% | 281 |
|
|
2023
Q3 | $280K | Buy |
547
+29
| +6% | +$14.8K | 0.05% | 316 |
|
|
2023
Q2 | $237K | Buy |
+518
| New | +$237K | 0.04% | 331 |
|
|
2022
Q4 | – | Sell |
-526
| Closed | -$203K | – | 277 |
|
|
2022
Q3 | $203K | Hold |
526
| – | – | 0.08% | 237 |
|
|
2022
Q2 | $203K | Hold |
526
| – | – | 0.12% | 176 |
|
|
2022
Q1 | $253K | Sell |
526
-5
| -0.9% | -$2.41K | 0.13% | 178 |
|
|
2021
Q4 | $342K | Hold |
531
| – | – | 0.2% | 129 |
|
|
2021
Q3 | $286K | Sell |
531
-575
| -52% | -$310K | 0.13% | 178 |
|
|
2021
Q2 | $542K | Buy |
1,106
+60
| +6% | +$29.4K | 0.24% | 106 |
|
|
2021
Q1 | $401K | Sell |
1,046
-703
| -40% | -$270K | 0.17% | 157 |
|
|
2020
Q4 | $664K | Buy |
1,749
+1,107
| +172% | +$420K | 0.31% | 78 |
|
|
2020
Q3 | $209K | Sell |
642
-35
| -5% | -$11.4K | 0.12% | 174 |
|
|
2020
Q2 | $201K | Buy |
+677
| New | +$201K | 0.13% | 182 |
|