Emerson Investment Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-40,907
| Closed | -$3.63M | – | 133 |
|
|
2015
Q3 | $3.63M | Buy |
40,907
+2,391
| +6% | +$212K | 0.73% | 58 |
|
|
2015
Q2 | $3.88M | Sell |
38,516
-2,880
| -7% | -$290K | 0.73% | 57 |
|
|
2015
Q1 | $4.01M | Sell |
41,396
-5,080
| -11% | -$493K | 0.73% | 55 |
|
|
2014
Q4 | $4.29M | Buy |
46,476
+7,015
| +18% | +$647K | 0.83% | 47 |
|
|
2014
Q3 | $3.46M | Sell |
39,461
-32,825
| -45% | -$2.88M | 0.68% | 53 |
|
|
2014
Q2 | $5.82M | Sell |
72,286
-3,922
| -5% | -$316K | 1.14% | 32 |
|
|
2014
Q1 | $5.92M | Buy |
76,208
+2,385
| +3% | +$185K | 1.22% | 30 |
|
|
2013
Q4 | $5.63M | Sell |
73,823
-857
| -1% | -$65.4K | 1.19% | 33 |
|
|
2013
Q3 | $4.95M | Sell |
74,680
-390
| -0.5% | -$25.9K | 1.11% | 36 |
|
|
2013
Q2 | $4.58M | Buy |
+75,070
| New | +$4.58M | 1.06% | 35 |
|