FinTrust Capital 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 | $375K | Sell |
604
-11
| -2% | -$6.83K | 0.06% | 212 |
|
|
2024
Q2 | $404K | Sell |
615
-32
| -5% | -$21K | 0.07% | 190 |
|
|
2024
Q1 | $421K | Buy |
647
+145
| +29% | +$94.3K | 0.08% | 187 |
|
|
2023
Q4 | $314K | Buy |
502
+140
| +39% | +$87.5K | 0.06% | 217 |
|
|
2023
Q3 | $185K | Sell |
362
-83
| -19% | -$42.4K | 0.04% | 268 |
|
|
2023
Q2 | $173K | Hold |
445
| – | – | 0.04% | 278 |
|
|
2023
Q1 | $173K | Hold |
445
| – | – | 0.04% | 274 |
|
|
2022
Q4 | $173K | Sell |
445
-65
| -13% | -$25.3K | 0.04% | 275 |
|
|
2022
Q3 | $208K | Sell |
510
-112
| -18% | -$45.7K | 0.05% | 263 |
|
|
2022
Q2 | $270K | Buy |
622
+17
| +3% | +$7.38K | 0.07% | 229 |
|
|
2022
Q1 | $291K | Buy |
605
+25
| +4% | +$12K | 0.07% | 227 |
|
|
2021
Q4 | $373K | Hold |
580
| – | – | 0.09% | 201 |
|
|
2021
Q3 | $313K | Sell |
580
-2
| -0.3% | -$1.08K | 0.08% | 211 |
|
|
2021
Q2 | $285K | Sell |
582
-4
| -0.7% | -$1.96K | 0.07% | 229 |
|
|
2021
Q1 | $224K | Buy |
586
+20
| +4% | +$7.65K | 0.06% | 243 |
|
|
2020
Q4 | $215K | Sell |
566
-96
| -15% | -$36.5K | 0.07% | 232 |
|
|
2020
Q3 | $216 | Hold |
662
| – | – | 0.04% | 216 |
|
|
2020
Q2 | $196K | Buy |
662
+365
| +123% | +$108K | 0.08% | 206 |
|
|
2020
Q1 | $68K | Buy |
297
+113
| +61% | +$25.9K | 0.03% | 366 |
|
|
2019
Q4 | $48K | Sell |
184
-117
| -39% | -$30.5K | 0.02% | 445 |
|
|
2019
Q3 | $80K | Buy |
301
+117
| +64% | +$31.1K | 0.03% | 347 |
|
|
2019
Q2 | $48K | Sell |
184
-33
| -15% | -$8.61K | 0.02% | 419 |
|
|
2019
Q1 | $57K | Hold |
217
| – | – | 0.02% | 363 |
|
|
2018
Q4 | $42K | Buy |
+217
| New | +$42K | 0.02% | 411 |
|