Chesapeake Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-318
| Closed | -$209K | – | 161 |
|
|
2024
Q2 | $209K | Hold |
318
| – | – | 0.08% | 154 |
|
|
2024
Q1 | $207K | Sell |
318
-19
| -6% | -$12.4K | 0.08% | 150 |
|
|
2023
Q4 | $211K | Buy |
+337
| New | +$211K | 0.08% | 148 |
|
|
2023
Q2 | – | Sell |
-599
| Closed | -$267K | – | 159 |
|
|
2023
Q1 | $267K | Sell |
599
-184
| -23% | -$82K | 0.11% | 136 |
|
|
2022
Q4 | $305K | Sell |
783
-40
| -5% | -$15.6K | 0.13% | 131 |
|
|
2022
Q3 | $319K | Sell |
823
-95
| -10% | -$36.8K | 0.15% | 126 |
|
|
2022
Q2 | $354K | Sell |
918
-15
| -2% | -$5.78K | 0.15% | 130 |
|
|
2022
Q1 | $449K | Sell |
933
-37
| -4% | -$17.8K | 0.16% | 123 |
|
|
2021
Q4 | $624K | Buy |
970
+3
| +0.3% | +$1.93K | 0.21% | 103 |
|
|
2021
Q3 | $522K | Sell |
967
-158
| -14% | -$85.3K | 0.19% | 117 |
|
|
2021
Q2 | $551K | Sell |
1,125
-40
| -3% | -$19.6K | 0.18% | 123 |
|
|
2021
Q1 | $446K | Sell |
1,165
-279
| -19% | -$107K | 0.15% | 139 |
|
|
2020
Q4 | $549K | Sell |
1,444
-112
| -7% | -$42.6K | 0.19% | 116 |
|
|
2020
Q3 | $508K | Sell |
1,556
-209
| -12% | -$68.2K | 0.19% | 114 |
|
|
2020
Q2 | $523K | Sell |
1,765
-270
| -13% | -$80K | 0.21% | 111 |
|
|
2020
Q1 | $468K | Sell |
2,035
-390
| -16% | -$89.7K | 0.22% | 103 |
|
|
2019
Q4 | $635K | Sell |
2,425
-2,295
| -49% | -$601K | 0.24% | 103 |
|
|
2019
Q3 | $1.26M | Buy |
4,720
+316
| +7% | +$84K | 0.51% | 55 |
|
|
2019
Q2 | $1.15M | Buy |
4,404
+426
| +11% | +$111K | 0.48% | 62 |
|
|
2019
Q1 | $1.04M | Buy |
3,978
+337
| +9% | +$88.1K | 0.46% | 64 |
|
|
2018
Q4 | $717K | Buy |
3,641
+653
| +22% | +$129K | 0.36% | 76 |
|
|
2018
Q3 | $679K | Buy |
+2,988
| New | +$679K | 0.3% | 85 |
|