Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-27
Closed -$16K 3069
2023
Q4
$16K Buy
+27
New +$14.9K ﹤0.01% 2096
2023
Q3
Sell
-850
Closed -$430K 4166
2023
Q2
$389K Sell
850
-2,344
-73% -$1.03M 0.09% 394
2023
Q1
$1.42M Buy
3,194
+1,394
+77% +$572K 0.22% 148
2022
Q4
$700K Sell
1,800
-3,781
-68% -$1.5M 0.09% 346
2022
Q3
$2.16M Sell
5,581
-7,587
-58% -$3.28M 0.26% 141
2022
Q2
$5.08M Buy
13,168
+10,232
+349% +$4.24M 0.69% 49
2022
Q1
$1.41M Buy
2,936
+1,370
+87% +$702K 0.13% 293
2021
Q4
$1.01M Buy
+1,566
New +$967K 0.07% 450
2021
Q1
Hold
0
6111
2020
Q4
Hold
0
5286
2020
Q3
Hold
0
5123
2020
Q2
Hold
0
4812
2020
Q1
Hold
0
4494
2019
Q4
Hold
0
4465
2019
Q3
Sell
-2,696
Closed -$742K 4550
2019
Q2
$704K Buy
2,696
+496
+23% +$126K 0.08% 274
2019
Q1
$575K Sell
2,200
-7,573
-77% -$1.75M 0.08% 286
2018
Q4
$1.92M Hold
9,773
0.25% 90
2018
Q3
$2.22M Hold
9,773
0.2% 120
2018
Q2
$2M Buy
9,773
+300
+3% +$57.5K 0.21% 126
2018
Q1
$1.64M Sell
9,473
-2,611
-22% -$439K 0.19% 137
2017
Q4
$1.91M Buy
12,084
+1,632
+16% +$249K 0.1% 180
2017
Q3
$1.49M Buy
+10,452
New +$1.44M 0.07% 255
2017
Q2
Sell
-3,286
Closed -$426K 6797
2017
Q1
$381K Buy
3,286
+678
+26% +$81.3K 0.02% 786
2016
Q4
$298K Buy
+2,608
New +$292K 0.01% 1027
2016
Q3
Sell
-10,252
Closed -$1.15M 7152
2016
Q2
$1.14M Buy
+10,252
New +$1.07M 0.08% 263
2016
Q1
Sell
-12,398
Closed -$1.2M 6955
2015
Q4
$1.2M Buy
+12,398
New +$1.2M 0.1% 286

Other funds holding INTU