Capital Wealth Planning’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 |
-115
| Closed | -$71.4K | – | 143 |
|
|
2024
Q3 | $71.4K | Buy |
+115
| New | +$71.4K | ﹤0.01% | 140 |
|
|
2024
Q2 | – | Sell |
-352
| Closed | -$229K | – | 136 |
|
|
2024
Q1 | $229K | Buy |
+352
| New | +$229K | ﹤0.01% | 133 |
|
|
2015
Q3 | – | Sell |
-3,200
| Closed | -$322K | – | 98 |
|
|
2015
Q2 | $322K | Sell |
3,200
-200
| -6% | -$20.1K | 0.19% | 76 |
|
|
2015
Q1 | $330K | Sell |
3,400
-130
| -4% | -$12.6K | 0.17% | 83 |
|
|
2014
Q4 | $325K | Sell |
3,530
-170
| -5% | -$15.7K | 0.15% | 87 |
|
|
2014
Q3 | $324K | Sell |
3,700
-115
| -3% | -$10.1K | 0.13% | 89 |
|
|
2014
Q2 | $307K | Hold |
3,815
| – | – | 0.11% | 97 |
|
|
2014
Q1 | $297K | Buy |
+3,815
| New | +$297K | 0.13% | 94 |
|
|
2013
Q4 | – | Sell |
-3,815
| Closed | -$253K | – | 80 |
|
|
2013
Q3 | $253K | Buy |
+3,815
| New | +$253K | 0.11% | 114 |
|