Crescent Grove Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-525
| Closed | -$341K | – | 298 |
|
|
2024
Q1 | $341K | Sell |
525
-469
| -47% | -$305K | 0.04% | 218 |
|
|
2023
Q4 | $621K | Buy |
994
+3
| +0.3% | +$1.88K | 0.07% | 149 |
|
|
2023
Q3 | $506K | Hold |
991
| – | – | 0.06% | 171 |
|
|
2023
Q2 | $454K | Hold |
991
| – | – | 0.05% | 182 |
|
|
2023
Q1 | $442K | Sell |
991
-15
| -1% | -$6.69K | 0.05% | 186 |
|
|
2022
Q4 | $392K | Hold |
1,006
| – | – | 0.04% | 203 |
|
|
2022
Q3 | $390K | Sell |
1,006
-50
| -5% | -$19.4K | 0.05% | 176 |
|
|
2022
Q2 | $407K | Hold |
1,056
| – | – | 0.04% | 177 |
|
|
2022
Q1 | $508K | Sell |
1,056
-6
| -0.6% | -$2.89K | 0.05% | 167 |
|
|
2021
Q4 | $683K | Buy |
1,062
+6
| +0.6% | +$3.86K | 0.06% | 144 |
|
|
2021
Q3 | $570K | Buy |
+1,056
| New | +$570K | 0.06% | 140 |
|