Carroll Financial Associates’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $335K | Sell |
514
-11
| -2% | -$7.17K | 0.02% | 302 |
|
|
2021
Q3 | $283K | Buy |
525
+146
| +39% | +$78.7K | 0.02% | 330 |
|
|
2021
Q2 | $185K | Sell |
379
-383
| -50% | -$187K | 0.01% | 431 |
|
|
2021
Q1 | $291K | Buy |
762
+68
| +10% | +$26K | 0.02% | 322 |
|
|
2020
Q4 | $263K | Hold |
694
| – | – | 0.02% | 320 |
|
|
2020
Q3 | $226K | Sell |
694
-105
| -13% | -$34.2K | 0.02% | 320 |
|
|
2020
Q2 | $236K | Sell |
799
-89
| -10% | -$26.3K | 0.02% | 309 |
|
|
2020
Q1 | $204K | Buy |
888
+194
| +28% | +$44.6K | 0.02% | 299 |
|
|
2019
Q4 | $181K | Buy |
694
+205
| +42% | +$53.5K | 0.01% | 382 |
|
|
2019
Q3 | $130K | Hold |
489
| – | – | 0.01% | 452 |
|
|
2019
Q2 | $127K | Buy |
+489
| New | +$127K | 0.01% | 442 |
|
|
2018
Q3 | – | Sell |
-8
| Closed | -$1K | – | 1327 |
|
|
2018
Q2 | $1K | Sell |
8
-29
| -78% | -$3.63K | ﹤0.01% | 1207 |
|
|
2018
Q1 | $6K | Hold |
37
| – | – | ﹤0.01% | 973 |
|
|
2017
Q4 | $5K | Sell |
37
-6
| -14% | -$811 | ﹤0.01% | 1000 |
|
|
2017
Q3 | $6K | Hold |
43
| – | – | ﹤0.01% | 935 |
|
|
2017
Q2 | $5K | Sell |
43
-11
| -20% | -$1.28K | ﹤0.01% | 981 |
|
|
2017
Q1 | $6K | Hold |
54
| – | – | ﹤0.01% | 941 |
|
|
2016
Q4 | $6K | Hold |
54
| – | – | ﹤0.01% | 901 |
|
|
2016
Q3 | $5K | Hold |
54
| – | – | ﹤0.01% | 944 |
|
|
2016
Q2 | $6K | Hold |
54
| – | – | ﹤0.01% | 894 |
|
|
2016
Q1 | $5K | Hold |
54
| – | – | ﹤0.01% | 894 |
|
|
2015
Q4 | $5K | Hold |
54
| – | – | ﹤0.01% | 866 |
|
|
2015
Q3 | $5K | Hold |
54
| – | – | ﹤0.01% | 847 |
|
|
2015
Q2 | $5K | Buy |
+54
| New | +$5K | ﹤0.01% | 853 |
|