Charles D. Hyman’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.07M | Hold |
6,188
| – | – | 0.23% | 70 |
|
|
2024
Q1 | $4.02M | Hold |
6,188
| – | – | 0.22% | 74 |
|
|
2023
Q4 | $3.87M | Sell |
6,188
-78
| -1% | -$48.8K | 0.23% | 70 |
|
|
2023
Q3 | $3.2M | Hold |
6,266
| – | – | 0.21% | 74 |
|
|
2023
Q2 | $2.87M | Hold |
6,266
| – | – | 0.18% | 80 |
|
|
2023
Q1 | $2.79M | Hold |
6,266
| – | – | 0.19% | 83 |
|
|
2022
Q4 | $2.44M | Hold |
6,266
| – | – | 0.17% | 84 |
|
|
2022
Q3 | $2.43M | Hold |
6,266
| – | – | 0.19% | 80 |
|
|
2022
Q2 | $2.42M | Hold |
6,266
| – | – | 0.18% | 80 |
|
|
2022
Q1 | $3.01M | Hold |
6,266
| – | – | 0.19% | 79 |
|
|
2021
Q4 | $4.03M | Sell |
6,266
-32
| -0.5% | -$20.6K | 0.26% | 67 |
|
|
2021
Q3 | $3.4M | Hold |
6,298
| – | – | 0.24% | 73 |
|
|
2021
Q2 | $3.09M | Hold |
6,298
| – | – | 0.22% | 76 |
|
|
2021
Q1 | $2.41M | Hold |
6,298
| – | – | 0.18% | 83 |
|
|
2020
Q4 | $2.39M | Hold |
6,298
| – | – | 0.19% | 81 |
|
|
2020
Q3 | $2.05M | Sell |
6,298
-602
| -9% | -$196K | 0.18% | 84 |
|
|
2020
Q2 | $2.04M | Hold |
6,900
| – | – | 0.2% | 81 |
|
|
2020
Q1 | $1.59M | Hold |
6,900
| – | – | 0.2% | 75 |
|
|
2019
Q4 | $1.81M | Buy |
6,900
+1,452
| +27% | +$380K | 0.18% | 78 |
|
|
2019
Q3 | $1.45M | Hold |
5,448
| – | – | 0.15% | 84 |
|
|
2019
Q2 | $1.42M | Buy |
5,448
+300
| +6% | +$78.4K | 0.15% | 83 |
|
|
2019
Q1 | $1.35M | Buy |
5,148
+550
| +12% | +$144K | 0.14% | 91 |
|
|
2018
Q4 | $905K | Sell |
4,598
-850
| -16% | -$167K | 0.11% | 96 |
|
|
2018
Q3 | $1.24M | Hold |
5,448
| – | – | 0.13% | 90 |
|
|
2018
Q2 | $1.11M | Buy |
+5,448
| New | +$1.11M | 0.13% | 94 |
|