BDWM
Brewin Dolphin Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $7.18M | Buy |
18,615
+136
| +0.7% | +$52.4K | 0.78% | 22 |
|
|
2022
Q1 | $8.89M | Sell |
18,479
-981
| -5% | -$472K | 0.99% | 21 |
|
|
2021
Q4 | $12.5M | Sell |
19,460
-400
| -2% | -$257K | 1.35% | 16 |
|
|
2021
Q3 | $10.7M | Buy |
19,860
+1,413
| +8% | +$762K | 1.22% | 18 |
|
|
2021
Q2 | $9.04M | Buy |
18,447
+5,621
| +44% | +$2.76M | 1.1% | 17 |
|
|
2021
Q1 | $4.91M | Buy |
12,826
+1,012
| +9% | +$388K | 0.75% | 27 |
|
|
2020
Q4 | $4.49M | Buy |
11,814
+595
| +5% | +$226K | 0.76% | 28 |
|
|
2020
Q3 | $3.66M | Buy |
11,219
+133
| +1% | +$43.4K | 0.68% | 32 |
|
|
2020
Q2 | $3.28M | Buy |
+11,086
| New | +$3.28M | 0.7% | 31 |
|