Dowling & Yahnke’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $6.38M | Buy |
16,483
+217
| +1% | +$84K | 0.3% | 85 |
|
|
2022
Q2 | $6.27M | Buy |
16,266
+20
| +0.1% | +$7.71K | 0.29% | 90 |
|
|
2022
Q1 | $7.81M | Buy |
16,246
+354
| +2% | +$170K | 0.34% | 85 |
|
|
2021
Q4 | $10.2M | Sell |
15,892
-393
| -2% | -$253K | 0.49% | 60 |
|
|
2021
Q3 | $8.79M | Buy |
16,285
+101
| +0.6% | +$54.5K | 0.49% | 61 |
|
|
2021
Q2 | $7.93M | Sell |
16,184
-11
| -0.1% | -$5.39K | 0.46% | 71 |
|
|
2021
Q1 | $6.2M | Buy |
16,195
+247
| +2% | +$94.6K | 0.42% | 72 |
|
|
2020
Q4 | $6.06M | Buy |
15,948
+107
| +0.7% | +$40.6K | 0.43% | 73 |
|
|
2020
Q3 | $5.17M | Buy |
15,841
+258
| +2% | +$84.2K | 0.41% | 74 |
|
|
2020
Q2 | $4.62M | Buy |
15,583
+488
| +3% | +$145K | 0.39% | 77 |
|
|
2020
Q1 | $3.47M | Buy |
15,095
+424
| +3% | +$97.5K | 0.33% | 83 |
|
|
2019
Q4 | $3.84M | Buy |
14,671
+394
| +3% | +$103K | 0.3% | 100 |
|
|
2019
Q3 | $3.8M | Buy |
14,277
+115
| +0.8% | +$30.6K | 0.31% | 97 |
|
|
2019
Q2 | $3.7M | Buy |
14,162
+325
| +2% | +$84.9K | 0.31% | 94 |
|
|
2019
Q1 | $3.62M | Sell |
13,837
-382
| -3% | -$99.9K | 0.35% | 86 |
|
|
2018
Q4 | $3.05M | Buy |
14,219
+93
| +0.7% | +$19.9K | 0.32% | 89 |
|
|
2018
Q3 | $3.21M | Sell |
14,126
-519
| -4% | -$118K | 0.28% | 104 |
|
|
2018
Q2 | $2.99M | Sell |
14,645
-234
| -2% | -$47.8K | 0.28% | 106 |
|
|
2018
Q1 | $2.58M | Sell |
14,879
-188
| -1% | -$32.6K | 0.24% | 118 |
|
|
2017
Q4 | $2.38M | Buy |
15,067
+477
| +3% | +$75.3K | 0.21% | 126 |
|
|
2017
Q3 | $2.07M | Sell |
14,590
-188
| -1% | -$26.7K | 0.21% | 132 |
|
|
2017
Q2 | $1.96M | Buy |
14,778
+17
| +0.1% | +$2.26K | 0.21% | 131 |
|
|
2017
Q1 | $1.71M | Buy |
14,761
+311
| +2% | +$36.1K | 0.18% | 142 |
|
|
2016
Q4 | $1.66M | Buy |
14,450
+289
| +2% | +$33.1K | 0.19% | 135 |
|
|
2016
Q3 | $1.56M | Sell |
14,161
-661
| -4% | -$72.7K | 0.18% | 138 |
|
|
2016
Q2 | $1.65M | Buy |
14,822
+603
| +4% | +$67.3K | 0.2% | 132 |
|
|
2016
Q1 | $1.48M | Buy |
14,219
+378
| +3% | +$39.3K | 0.18% | 134 |
|
|
2015
Q4 | $1.34M | Buy |
13,841
+1,033
| +8% | +$99.7K | 0.17% | 138 |
|
|
2015
Q3 | $1.14M | Buy |
12,808
+885
| +7% | +$78.6K | 0.15% | 141 |
|
|
2015
Q2 | $1.2M | Buy |
11,923
+513
| +4% | +$51.7K | 0.15% | 144 |
|
|
2015
Q1 | $1.11M | Sell |
11,410
-440
| -4% | -$42.7K | 0.14% | 146 |
|
|
2014
Q4 | $1.09M | Buy |
11,850
+185
| +2% | +$17K | 0.14% | 146 |
|
|
2014
Q3 | $1.02M | Buy |
11,665
+225
| +2% | +$19.7K | 0.13% | 145 |
|
|
2014
Q2 | $921K | Buy |
11,440
+80
| +0.7% | +$6.44K | 0.12% | 151 |
|
|
2014
Q1 | $883K | Sell |
11,360
-960
| -8% | -$74.6K | 0.12% | 152 |
|
|
2013
Q4 | $940K | Buy |
12,320
+125
| +1% | +$9.54K | 0.13% | 146 |
|
|
2013
Q3 | $809K | Sell |
12,195
-185
| -1% | -$12.3K | 0.13% | 151 |
|
|
2013
Q2 | $756K | Buy |
+12,380
| New | +$756K | 0.13% | 146 |
|