CW
Cobiz Wealth’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $8.9M | Sell |
34,064
-2,102
| -6% | -$549K | 1.76% | 19 |
|
|
2019
Q1 | $9.45M | Sell |
36,166
-13,398
| -27% | -$3.5M | 1.82% | 15 |
|
|
2018
Q4 | $9.76M | Buy |
49,564
+814
| +2% | +$160K | 2.14% | 11 |
|
|
2018
Q3 | $11.1M | Sell |
48,750
-439
| -0.9% | -$99.8K | 2.13% | 9 |
|
|
2018
Q2 | $10.1M | Buy |
49,189
+44
| +0.1% | +$8.99K | 2.04% | 10 |
|
|
2018
Q1 | $8.52M | Buy |
49,145
+718
| +1% | +$124K | 1.8% | 11 |
|
|
2017
Q4 | $7.64M | Sell |
48,427
-181
| -0.4% | -$28.6K | 1.6% | 15 |
|
|
2017
Q3 | $6.91M | Buy |
48,608
+265
| +0.5% | +$37.7K | 1.51% | 20 |
|
|
2017
Q2 | $6.42M | Sell |
48,343
-1,593
| -3% | -$212K | 1.43% | 21 |
|
|
2017
Q1 | $5.79M | Buy |
49,936
+125
| +0.3% | +$14.5K | 1.3% | 24 |
|
|
2016
Q4 | $5.71M | Sell |
49,811
-1,007
| -2% | -$115K | 1.34% | 25 |
|
|
2016
Q3 | $5.59M | Sell |
50,818
-684
| -1% | -$75.2K | 1.35% | 25 |
|
|
2016
Q2 | $5.75M | Sell |
51,502
-1,298
| -2% | -$145K | 1.45% | 23 |
|
|
2016
Q1 | $5.49M | Sell |
52,800
-2,521
| -5% | -$262K | 1.35% | 32 |
|
|
2015
Q4 | $5.34M | Sell |
55,321
-279
| -0.5% | -$26.9K | 1.26% | 31 |
|
|
2015
Q3 | $4.94M | Sell |
55,600
-481
| -0.9% | -$42.7K | 1.2% | 34 |
|
|
2015
Q2 | $5.65M | Sell |
56,081
-1,405
| -2% | -$142K | 1.26% | 33 |
|
|
2015
Q1 | $5.57M | Sell |
57,486
-677
| -1% | -$65.6K | 1.24% | 39 |
|
|
2014
Q4 | $5.36M | Sell |
58,163
-536
| -0.9% | -$49.4K | 1.23% | 42 |
|
|
2014
Q3 | $5.15M | Sell |
58,699
-1,634
| -3% | -$143K | 1.2% | 41 |
|
|
2014
Q2 | $4.86M | Sell |
60,333
-165
| -0.3% | -$13.3K | 1.12% | 46 |
|
|
2014
Q1 | $4.7M | Buy |
+60,498
| New | +$4.7M | 1.12% | 47 |
|