FDx 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 | – | Sell |
-460
| Closed | -$299K | – | 273 |
|
|
2024
Q1 | $299K | Sell |
460
-1,775
| -79% | -$1.15M | 0.05% | 291 |
|
|
2023
Q4 | $1.4M | Sell |
2,235
-550
| -20% | -$344K | 0.11% | 192 |
|
|
2023
Q3 | $1.42M | Sell |
2,785
-7,546
| -73% | -$3.86M | 0.12% | 171 |
|
|
2023
Q2 | $4.73M | Buy |
10,331
+5,306
| +106% | +$2.43M | 0.26% | 104 |
|
|
2023
Q1 | $1.96M | Hold |
5,025
| – | – | 0.09% | 199 |
|
|
2022
Q4 | $1.96M | Buy |
5,025
+2,445
| +95% | +$952K | 0.09% | 199 |
|
|
2022
Q3 | $999K | Sell |
2,580
-1,328
| -34% | -$514K | 0.04% | 282 |
|
|
2022
Q2 | $1.51M | Buy |
3,908
+192
| +5% | +$74K | 0.06% | 248 |
|
|
2022
Q1 | $1.79M | Sell |
3,716
-2,293
| -38% | -$1.1M | 0.06% | 229 |
|
|
2021
Q4 | $3.87M | Buy |
6,009
+47
| +0.8% | +$30.2K | 0.11% | 147 |
|
|
2021
Q3 | $3.22M | Buy |
5,962
+29
| +0.5% | +$15.6K | 0.1% | 150 |
|
|
2021
Q2 | $2.91M | Buy |
5,933
+1,273
| +27% | +$624K | 0.1% | 156 |
|
|
2021
Q1 | $1.79M | Buy |
4,660
+100
| +2% | +$38.3K | 0.07% | 192 |
|
|
2020
Q4 | $1.73M | Sell |
4,560
-3,875
| -46% | -$1.47M | 0.07% | 183 |
|
|
2020
Q3 | $2.75M | Sell |
8,435
-101
| -1% | -$33K | 0.13% | 129 |
|
|
2020
Q2 | $2.53M | Buy |
8,536
+2,332
| +38% | +$691K | 0.13% | 124 |
|
|
2020
Q1 | $1.43M | Buy |
6,204
+3,053
| +97% | +$702K | 0.09% | 155 |
|
|
2019
Q4 | $825K | Sell |
3,151
-302
| -9% | -$79.1K | 0.05% | 260 |
|
|
2019
Q3 | $918K | Sell |
3,453
-1,363
| -28% | -$362K | 0.06% | 230 |
|
|
2019
Q2 | $1.26M | Buy |
4,816
+214
| +5% | +$55.9K | 0.05% | 273 |
|
|
2019
Q1 | $1.2M | Buy |
4,602
+3,363
| +271% | +$879K | 0.05% | 254 |
|
|
2018
Q4 | $244K | Sell |
1,239
-1,938
| -61% | -$382K | 0.02% | 472 |
|
|
2018
Q3 | $722K | Buy |
3,177
+1,451
| +84% | +$330K | 0.03% | 417 |
|
|
2018
Q2 | $353K | Sell |
1,726
-10,980
| -86% | -$2.25M | 0.01% | 663 |
|
|
2018
Q1 | $2.2M | Buy |
12,706
+1,712
| +16% | +$297K | 0.07% | 262 |
|
|
2017
Q4 | $1.74M | Sell |
10,994
-13
| -0.1% | -$2.05K | 0.05% | 358 |
|
|
2017
Q3 | $1.57M | Buy |
11,007
+279
| +3% | +$39.7K | 0.04% | 395 |
|
|
2017
Q2 | $1.43M | Buy |
+10,728
| New | +$1.43M | 0.04% | 416 |
|