DCM Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,600
| Closed | -$769K | – | 217 |
|
|
2022
Q1 | $769K | Sell |
1,600
-256
| -14% | -$123K | 0.27% | 92 |
|
|
2021
Q4 | $1.19M | Sell |
1,856
-226
| -11% | -$145K | 0.35% | 71 |
|
|
2021
Q3 | $1.12M | Buy |
2,082
+1,182
| +131% | +$638K | 0.43% | 66 |
|
|
2021
Q2 | $441K | Buy |
900
+200
| +29% | +$98K | 0.25% | 118 |
|
|
2021
Q1 | $268K | Hold |
700
| – | – | 0.16% | 169 |
|
|
2020
Q4 | $266K | Buy |
+700
| New | +$266K | 0.15% | 157 |
|