Claro Advisors’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 |
-341
| Closed | -$212K | – | 516 |
|
|
2024
Q3 | $212K | Sell |
341
-21
| -6% | -$13K | 0.03% | 471 |
|
|
2024
Q2 | $238K | Buy |
362
+43
| +13% | +$28.3K | 0.04% | 370 |
|
|
2024
Q1 | $207K | Sell |
319
-911
| -74% | -$592K | 0.04% | 395 |
|
|
2023
Q4 | $768K | Buy |
1,230
+51
| +4% | +$31.9K | 0.17% | 141 |
|
|
2023
Q3 | $603K | Sell |
1,179
-233
| -17% | -$119K | 0.15% | 164 |
|
|
2023
Q2 | $647K | Sell |
1,412
-53
| -4% | -$24.3K | 0.16% | 153 |
|
|
2023
Q1 | $653K | Buy |
1,465
+14
| +1% | +$6.24K | 0.19% | 130 |
|
|
2022
Q4 | $565K | Buy |
+1,451
| New | +$565K | 0.18% | 138 |
|
|
2019
Q1 | – | Sell |
-20
| Closed | -$5K | – | 531 |
|
|
2018
Q4 | $5K | Buy |
+20
| New | +$5K | ﹤0.01% | 784 |
|