Calton & Associates’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-949
| Closed | -$367K | – | 284 |
|
|
2022
Q3 | $367K | Sell |
949
-4
| -0.4% | -$1.55K | 0.21% | 116 |
|
|
2022
Q2 | $367K | Sell |
953
-14
| -1% | -$5.39K | 0.2% | 130 |
|
|
2022
Q1 | $465K | Buy |
967
+27
| +3% | +$13K | 0.14% | 177 |
|
|
2021
Q4 | $605K | Sell |
940
-132
| -12% | -$85K | 0.16% | 156 |
|
|
2021
Q3 | $578K | Sell |
1,072
-257
| -19% | -$139K | 0.13% | 183 |
|
|
2021
Q2 | $652K | Buy |
1,329
+98
| +8% | +$48.1K | 0.12% | 169 |
|
|
2021
Q1 | $472K | Buy |
1,231
+44
| +4% | +$16.9K | 0.09% | 194 |
|
|
2020
Q4 | $451K | Sell |
1,187
-46
| -4% | -$17.5K | 0.08% | 195 |
|
|
2020
Q3 | $403K | Buy |
1,233
+48
| +4% | +$15.7K | 0.08% | 185 |
|
|
2020
Q2 | $351K | Sell |
1,185
-388
| -25% | -$115K | 0.08% | 198 |
|
|
2020
Q1 | $362K | Buy |
1,573
+381
| +32% | +$87.7K | 0.09% | 183 |
|
|
2019
Q4 | $312K | Sell |
1,192
-1,524
| -56% | -$399K | 0.06% | 252 |
|
|
2019
Q3 | $722K | Sell |
2,716
-366
| -12% | -$97.3K | 0.16% | 110 |
|
|
2019
Q2 | $806K | Buy |
3,082
+395
| +15% | +$103K | 0.23% | 80 |
|
|
2019
Q1 | $703K | Buy |
2,687
+338
| +14% | +$88.4K | 0.21% | 89 |
|
|
2018
Q4 | $462K | Sell |
2,349
-113
| -5% | -$22.2K | 0.17% | 119 |
|
|
2018
Q3 | $560K | Buy |
+2,462
| New | +$560K | 0.16% | 110 |
|
|
2018
Q1 | – | Sell |
-138
| Closed | -$23K | – | 805 |
|
|
2017
Q4 | $23K | Buy |
+138
| New | +$23K | 0.01% | 862 |
|