Column Capital Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $8.69K | Sell |
17
-2
| -11% | -$1.02K | ﹤0.01% | 537 |
|
2023
Q2 | $8.71K | Sell |
19
-527
| -97% | -$241K | ﹤0.01% | 551 |
|
2023
Q1 | $243K | Sell |
546
-167
| -23% | -$74.5K | 0.04% | 124 |
|
2022
Q4 | $278K | Hold |
713
| – | – | 0.05% | 98 |
|
2022
Q3 | $276K | Hold |
713
| – | – | 0.06% | 90 |
|
2022
Q2 | $275K | Sell |
713
-193
| -21% | -$74.4K | 0.05% | 87 |
|
2022
Q1 | $436K | Sell |
906
-9
| -1% | -$4.33K | 0.08% | 73 |
|
2021
Q4 | $589K | Sell |
915
-206
| -18% | -$133K | 0.11% | 66 |
|
2021
Q3 | $605K | Sell |
1,121
-28
| -2% | -$15.1K | 0.13% | 58 |
|
2021
Q2 | $563K | Sell |
1,149
-24
| -2% | -$11.8K | 0.12% | 63 |
|
2021
Q1 | $449K | Sell |
1,173
-111
| -9% | -$42.5K | 0.1% | 70 |
|
2020
Q4 | $488K | Sell |
1,284
-22
| -2% | -$8.36K | 0.12% | 59 |
|
2020
Q3 | $426K | Sell |
1,306
-225
| -15% | -$73.4K | 0.13% | 56 |
|
2020
Q2 | $453K | Buy |
1,531
+3
| +0.2% | +$888 | 0.15% | 52 |
|
2020
Q1 | $351K | Sell |
1,528
-64
| -4% | -$14.7K | 0.14% | 52 |
|
2019
Q4 | $416K | Buy |
+1,592
| New | +$416K | 0.21% | 47 |
|