DACG
Donor Advised Charitable Giving’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-470
| Closed | -$302K | – | 55 |
|
|
2021
Q4 | $302K | Hold |
470
| – | – | 0.03% | 33 |
|
|
2021
Q3 | $254K | Sell |
470
-870
| -65% | -$470K | 0.05% | 39 |
|
|
2021
Q2 | $657K | Sell |
1,340
-320
| -19% | -$157K | 0.07% | 78 |
|
|
2021
Q1 | $636K | Hold |
1,660
| – | – | 0.07% | 76 |
|
|
2020
Q4 | $631K | Hold |
1,660
| – | – | 0.09% | 76 |
|
|
2020
Q3 | $542K | Hold |
1,660
| – | – | 0.16% | 22 |
|
|
2020
Q2 | $492K | Hold |
1,660
| – | – | 0.19% | 17 |
|
|
2020
Q1 | $382K | Hold |
1,660
| – | – | 0.19% | 23 |
|
|
2019
Q4 | $435K | Hold |
1,660
| – | – | 0.23% | 25 |
|
|
2019
Q3 | $441K | Sell |
1,660
-185
| -10% | -$49.1K | 0.34% | 23 |
|
|
2019
Q2 | $482K | Buy |
+1,845
| New | +$482K | 0.39% | 22 |
|