BP’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-6,358	Closed	-$3.12M	–	260
2021 Q2	$3.12M	Sell	6,358 -2,377	-27%	-$1.16M	0.13%	122
2021 Q1	$3.35M	Sell	8,735 -2,026	-19%	-$776K	0.12%	130
2020 Q4	$4.09M	Sell	10,761 -11,439	-52%	-$4.34M	0.12%	122
2020 Q3	$7.24M	Sell	22,200 -1,800	-8%	-$587K	0.18%	122
2020 Q2	$7.11M	Sell	24,000 -11,000	-31%	-$3.26M	0.26%	81
2020 Q1	$8.05M	Buy	35,000 +9,900	+39%	+$2.28M	0.34%	65
2019 Q4	$6.57M	Hold	25,100	–	–	0.22%	106
2019 Q3	$6.67M	Buy	25,100 +100	+0.4%	+$26.6K	0.25%	98
2019 Q2	$6.53M	Sell	25,000 -1,000	-4%	-$261K	0.24%	99
2019 Q1	$6.8M	Hold	26,000	–	–	0.26%	101
2018 Q4	$5.12M	Sell	26,000 -4,000	-13%	-$787K	0.21%	117
2018 Q3	$6.82M	Sell	30,000 -16,000	-35%	-$3.64M	0.21%	116
2018 Q2	$9.4M	Buy	46,000 +16,000	+53%	+$3.27M	0.3%	80
2018 Q1	$5.2M	Hold	30,000	–	–	0.19%	143
2017 Q4	$4.74M	Hold	30,000	–	–	0.17%	158
2017 Q3	$4.26M	Hold	30,000	–	–	0.15%	179
2017 Q2	$3.98M	Hold	30,000	–	–	0.15%	190
2017 Q1	$3.48M	Hold	30,000	–	–	0.13%	195
2016 Q4	$3.44M	Hold	30,000	–	–	0.13%	206
2016 Q3	$3.3M	Hold	30,000	–	–	0.13%	203
2016 Q2	$3.35M	Buy	+30,000	New	+$3.35M	0.13%	195
2015 Q3	–	Sell	-39,000	Closed	-$3.93M	–	286
2015 Q2	$3.93M	Hold	39,000	–	–	0.15%	188
2015 Q1	$3.78M	Hold	39,000	–	–	0.12%	208
2014 Q4	$3.6M	Buy	39,000 +6,000	+18%	+$553K	0.09%	216
2014 Q3	$2.89M	Buy	33,000 +3,000	+10%	+$263K	0.08%	223
2014 Q2	$2.42M	Hold	30,000	–	–	0.08%	221
2014 Q1	$2.33M	Buy	+30,000	New	+$2.33M	0.08%	226