Confluence Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $540K | Sell |
|
|||||
|
2020
Q2 | $860K | Buy |
|
|||||
|
2020
Q1 | $664K | Buy |
|
|||||
|
2019
Q4 | $575K | Buy |
|
|||||
|
2019
Q3 | $540K | Buy |
|
|||||
|
2019
Q2 | $509K | Buy |
|
|||||
|
2019
Q1 | $467K | Buy |
|
|||||
|
2018
Q4 | $220K | Buy |
|
|||||
|
2015
Q4 | – | Sell |
|
|||||
|
2015
Q3 | $418K | Buy |
|
|||||
|
2015
Q2 | $439K | Buy |
|
|||||
|
2015
Q1 | $400K | Buy |
|