Cavalier Investments’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,146
| Closed | -$511K | – | 103 |
|
|
2023
Q1 | $511K | Sell |
1,146
-1,481
| -56% | -$660K | 0.21% | 53 |
|
|
2022
Q4 | $1.02M | Sell |
2,627
-138
| -5% | -$53.7K | 0.37% | 47 |
|
|
2022
Q3 | $1.07M | Sell |
2,765
-652
| -19% | -$253K | 0.39% | 48 |
|
|
2022
Q2 | $1.32M | Sell |
3,417
-180
| -5% | -$69.4K | 0.46% | 43 |
|
|
2022
Q1 | $1.73M | Sell |
3,597
-179
| -5% | -$86.1K | 0.45% | 48 |
|
|
2021
Q4 | $2.43M | Buy |
3,776
+976
| +35% | +$628K | 0.63% | 44 |
|
|
2021
Q3 | $1.51M | Sell |
2,800
-989
| -26% | -$534K | 0.48% | 76 |
|
|
2021
Q2 | $1.86M | Hold |
3,789
| – | – | 0.67% | 55 |
|
|
2021
Q1 | $1.45M | Hold |
3,789
| – | – | 0.63% | 60 |
|
|
2020
Q4 | $1.44M | Buy |
3,789
+947
| +33% | +$360K | 0.66% | 55 |
|
|
2020
Q3 | $927K | Buy |
+2,842
| New | +$927K | 0.63% | 32 |
|