CPWM LLC’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-598
| Closed | -$227K | – | 338 |
|
|
2020
Q4 | $227K | Buy |
+598
| New | +$227K | 0.02% | 285 |
|
|
2019
Q4 | – | Sell |
-999
| Closed | -$266K | – | 274 |
|
|
2019
Q3 | $266K | Sell |
999
-4
| -0.4% | -$1.07K | 0.03% | 238 |
|
|
2019
Q2 | $262K | Buy |
1,003
+21
| +2% | +$5.49K | 0.04% | 233 |
|
|
2019
Q1 | $257K | Buy |
+982
| New | +$257K | 0.04% | 233 |
|
|
2018
Q4 | – | Sell |
-1,009
| Closed | -$229K | – | 274 |
|
|
2018
Q3 | $229K | Buy |
1,009
+12
| +1% | +$2.72K | 0.03% | 269 |
|
|
2018
Q2 | $204K | Buy |
+997
| New | +$204K | 0.03% | 279 |
|