Epic Trust Investment Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $716K | Buy |
1,090
+199
| +22% | +$131K | 0.79% | 29 |
|
|
2024
Q1 | $579K | Buy |
891
+28
| +3% | +$18.2K | 0.71% | 33 |
|
|
2023
Q4 | $540K | Buy |
863
+52
| +6% | +$32.5K | 0.72% | 36 |
|
|
2023
Q3 | $415K | Sell |
811
-42
| -5% | -$21.5K | 0.65% | 43 |
|
|
2023
Q2 | $391K | Sell |
853
-228
| -21% | -$104K | 0.56% | 47 |
|
|
2023
Q1 | $482K | Sell |
1,081
-262
| -20% | -$117K | 0.59% | 45 |
|
|
2022
Q4 | $523K | Sell |
1,343
-54
| -4% | -$21K | 0.79% | 39 |
|
|
2022
Q3 | $541K | Buy |
+1,397
| New | +$541K | 0.75% | 36 |
|