Contravisory Investment 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 |
-802
| Closed | -$527K | – | 375 |
|
|
2024
Q2 | $527K | Buy |
802
+25
| +3% | +$16.4K | 0.12% | 115 |
|
|
2024
Q1 | $505K | Sell |
777
-27
| -3% | -$17.6K | 0.11% | 123 |
|
|
2023
Q4 | $503K | Sell |
804
-6
| -0.7% | -$3.75K | 0.12% | 112 |
|
|
2023
Q3 | $414K | Sell |
810
-45
| -5% | -$23K | 0.12% | 119 |
|
|
2023
Q2 | $392K | Buy |
+855
| New | +$392K | 0.1% | 144 |
|
|
2022
Q2 | – | Sell |
-704
| Closed | -$339K | – | 351 |
|
|
2022
Q1 | $339K | Buy |
704
+23
| +3% | +$11.1K | 0.1% | 145 |
|
|
2021
Q4 | $438K | Sell |
681
-43
| -6% | -$27.7K | 0.12% | 125 |
|
|
2021
Q3 | $391K | Buy |
724
+27
| +4% | +$14.6K | 0.12% | 118 |
|
|
2021
Q2 | $342K | Hold |
697
| – | – | 0.1% | 140 |
|
|
2021
Q1 | $267K | Buy |
+697
| New | +$267K | 0.08% | 149 |
|
|
2019
Q2 | – | Sell |
-109
| Closed | -$28K | – | 300 |
|
|
2019
Q1 | $28K | Hold |
109
| – | – | 0.01% | 240 |
|
|
2018
Q4 | $21K | Buy |
+109
| New | +$21K | 0.01% | 232 |
|