Diversified Portfolios Inc’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 |
-404
| Closed | -$266K | – | 141 |
|
|
2024
Q2 | $266K | Sell |
404
-10
| -2% | -$6.58K | 0.04% | 123 |
|
|
2024
Q1 | $269K | Buy |
414
+86
| +26% | +$55.9K | 0.04% | 117 |
|
|
2023
Q4 | $205K | Buy |
+328
| New | +$205K | 0.03% | 123 |
|
|
2023
Q2 | – | Sell |
-540
| Closed | -$241K | – | 130 |
|
|
2023
Q1 | $241K | Sell |
540
-70
| -11% | -$31.2K | 0.05% | 123 |
|
|
2022
Q4 | $237K | Sell |
610
-84
| -12% | -$32.7K | 0.05% | 122 |
|
|
2022
Q3 | $269K | Buy |
694
+99
| +17% | +$38.4K | 0.07% | 115 |
|
|
2022
Q2 | $229K | Sell |
595
-178
| -23% | -$68.5K | 0.06% | 116 |
|
|
2022
Q1 | $372K | Sell |
773
-56
| -7% | -$27K | 0.09% | 102 |
|
|
2021
Q4 | $533K | Buy |
+829
| New | +$533K | 0.13% | 82 |
|