DSC Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $218K | Sell |
351
-25
| -7% | -$15.5K | 1.99% | 19 |
|
|
2024
Q2 | $247K | Sell |
376
-33
| -8% | -$21.7K | 0.82% | 20 |
|
|
2024
Q1 | $266K | Buy |
409
+19
| +5% | +$12.4K | 0.42% | 24 |
|
|
2023
Q4 | $244K | Buy |
+390
| New | +$244K | 0.4% | 20 |
|
|
2022
Q4 | – | Sell |
-1,165
| Closed | -$451K | – | 50 |
|
|
2022
Q3 | $451K | Buy |
1,165
+393
| +51% | +$152K | 0.46% | 40 |
|
|
2022
Q2 | $298K | Sell |
772
-135
| -15% | -$52.1K | 0.3% | 67 |
|
|
2022
Q1 | $436K | Buy |
907
+72
| +9% | +$34.6K | 0.15% | 59 |
|
|
2021
Q4 | $537K | Sell |
835
-61
| -7% | -$39.2K | 0.41% | 28 |
|
|
2021
Q3 | $483K | Buy |
896
+99
| +12% | +$53.4K | 0.49% | 30 |
|
|
2021
Q2 | $391K | Sell |
797
-377
| -32% | -$185K | 0.28% | 39 |
|
|
2021
Q1 | $450K | Buy |
1,174
+121
| +11% | +$46.4K | 0.28% | 36 |
|
|
2020
Q4 | $400K | Sell |
1,053
-345
| -25% | -$131K | 0.33% | 27 |
|
|
2020
Q3 | $456K | Buy |
1,398
+365
| +35% | +$119K | 0.31% | 25 |
|
|
2020
Q2 | $306K | Buy |
1,033
+128
| +14% | +$37.9K | 0.34% | 22 |
|
|
2020
Q1 | $208K | Sell |
905
-1,675
| -65% | -$385K | 0.2% | 26 |
|
|
2019
Q4 | $676K | Buy |
2,580
+458
| +22% | +$120K | 0.32% | 31 |
|
|
2019
Q3 | $564K | Buy |
2,122
+11
| +0.5% | +$2.92K | 0.11% | 38 |
|
|
2019
Q2 | $552K | Buy |
2,111
+205
| +11% | +$53.6K | 0.1% | 36 |
|
|
2019
Q1 | $498K | Buy |
1,906
+305
| +19% | +$79.7K | 0.09% | 34 |
|
|
2018
Q4 | $315K | Sell |
1,601
-396
| -20% | -$77.9K | 0.04% | 44 |
|
|
2018
Q3 | $454K | Buy |
1,997
+53
| +3% | +$12K | 0.06% | 43 |
|
|
2018
Q2 | $397K | Buy |
1,944
+370
| +24% | +$75.6K | 0.06% | 49 |
|
|
2018
Q1 | $273K | Buy |
1,574
+207
| +15% | +$35.9K | 0.06% | 50 |
|
|
2017
Q4 | $216K | Sell |
1,367
-143
| -9% | -$22.6K | 0.13% | 55 |
|
|
2017
Q3 | $215K | Buy |
+1,510
| New | +$215K | 0.07% | 49 |
|
|
2017
Q1 | – | Sell |
-2,144
| Closed | -$246K | – | 48 |
|
|
2016
Q4 | $246K | Buy |
2,144
+79
| +4% | +$9.06K | 0.14% | 42 |
|
|
2016
Q3 | $227K | Buy |
+2,065
| New | +$227K | 0.14% | 46 |
|