C.M. Bidwell & Associates’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-227
| Closed | -$143K | – | 483 |
|
|
2024
Q4 | $143K | Hold |
227
| – | – | 0.09% | 152 |
|
|
2024
Q3 | $141K | Hold |
227
| – | – | 0.09% | 152 |
|
|
2024
Q2 | $149K | Hold |
227
| – | – | 0.1% | 143 |
|
|
2024
Q1 | $148K | Buy |
227
+1
| +0.4% | +$650 | 0.1% | 144 |
|
|
2023
Q4 | $141K | Buy |
226
+4
| +2% | +$2.5K | 0.1% | 133 |
|
|
2023
Q3 | $113K | Hold |
222
| – | – | 0.09% | 204 |
|
|
2023
Q2 | $102K | Hold |
222
| – | – | 0.07% | 238 |
|
|
2023
Q1 | $99K | Hold |
222
| – | – | 0.08% | 233 |
|
|
2022
Q4 | $86.4K | Hold |
222
| – | – | 0.07% | 244 |
|
|
2022
Q3 | $86K | Hold |
222
| – | – | 0.07% | 232 |
|
|
2022
Q2 | $86K | Buy |
+222
| New | +$86K | 0.07% | 231 |
|
|
2021
Q4 | – | Sell |
-139
| Closed | -$75K | – | 585 |
|
|
2021
Q3 | $75K | Hold |
139
| – | – | 0.05% | 257 |
|
|
2021
Q2 | $68K | Buy |
+139
| New | +$68K | 0.04% | 272 |
|
|
2019
Q3 | – | Sell |
-1,530
| Closed | -$400K | – | 452 |
|
|
2019
Q2 | $400K | Buy |
+1,530
| New | +$400K | 0.4% | 76 |
|