First Personal Financial Services’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.33M | Buy |
5,361
+444
| +9% | +$276K | 0.7% | 46 |
|
|
2024
Q2 | $3.23M | Buy |
4,917
+12
| +0.2% | +$7.89K | 0.73% | 46 |
|
|
2024
Q1 | $3.19M | Sell |
4,905
-167
| -3% | -$109K | 0.74% | 46 |
|
|
2023
Q4 | $3.17M | Sell |
5,072
-89
| -2% | -$55.6K | 0.77% | 46 |
|
|
2023
Q3 | $2.64M | Sell |
5,161
-72
| -1% | -$36.8K | 0.69% | 46 |
|
|
2023
Q2 | $2.4M | Buy |
5,233
+234
| +5% | +$107K | 0.6% | 49 |
|
|
2023
Q1 | $2.23M | Buy |
4,999
+342
| +7% | +$152K | 0.58% | 48 |
|
|
2022
Q4 | $1.81M | Sell |
4,657
-352
| -7% | -$137K | 0.49% | 53 |
|
|
2022
Q3 | $1.94M | Buy |
5,009
+511
| +11% | +$198K | 0.56% | 50 |
|
|
2022
Q2 | $1.73M | Buy |
4,498
+826
| +22% | +$318K | 0.49% | 54 |
|
|
2022
Q1 | $1.77M | Buy |
3,672
+3,307
| +906% | +$1.59M | 0.41% | 58 |
|
|
2021
Q4 | $235K | Hold |
365
| – | – | 0.05% | 110 |
|
|
2021
Q3 | $197K | Sell |
365
-10
| -3% | -$5.4K | 0.05% | 118 |
|
|
2021
Q2 | $184K | Hold |
375
| – | – | 0.05% | 123 |
|
|
2021
Q1 | $144K | Hold |
375
| – | – | 0.04% | 126 |
|
|
2020
Q4 | $142K | Hold |
375
| – | – | 0.04% | 126 |
|
|
2020
Q3 | $122K | Hold |
375
| – | – | 0.04% | 131 |
|
|
2020
Q2 | $111K | Hold |
375
| – | – | 0.04% | 134 |
|
|
2020
Q1 | $86K | Sell |
375
-26
| -6% | -$5.96K | 0.03% | 147 |
|
|
2019
Q4 | $105K | Sell |
401
-12
| -3% | -$3.14K | 0.03% | 149 |
|
|
2019
Q3 | $110K | Sell |
413
-1,885
| -82% | -$502K | 0.03% | 171 |
|
|
2019
Q2 | $601K | Sell |
2,298
-4
| -0.2% | -$1.05K | 0.17% | 105 |
|
|
2019
Q1 | $602K | Buy |
2,302
+54
| +2% | +$14.1K | 0.18% | 104 |
|
|
2018
Q4 | $443K | Buy |
2,248
+36
| +2% | +$7.09K | 0.15% | 118 |
|
|
2018
Q3 | $503K | Buy |
2,212
+1,605
| +264% | +$365K | 0.16% | 116 |
|
|
2018
Q2 | $124K | Sell |
607
-57
| -9% | -$11.6K | 0.04% | 200 |
|
|
2018
Q1 | $115K | Sell |
664
-291
| -30% | -$50.4K | 0.03% | 276 |
|
|
2017
Q4 | $151K | Buy |
955
+74
| +8% | +$11.7K | 0.03% | 278 |
|
|
2017
Q3 | $125K | Hold |
881
| – | – | 0.03% | 279 |
|
|
2017
Q2 | $117K | Hold |
881
| – | – | 0.03% | 286 |
|
|
2017
Q1 | $102K | Sell |
881
-75
| -8% | -$8.68K | 0.02% | 289 |
|
|
2016
Q4 | $110K | Sell |
956
-966
| -50% | -$111K | 0.03% | 265 |
|
|
2016
Q3 | $211K | Sell |
1,922
-26
| -1% | -$2.85K | 0.06% | 154 |
|
|
2016
Q2 | $217K | Buy |
1,948
+317
| +19% | +$35.3K | 0.07% | 149 |
|
|
2016
Q1 | $170K | Sell |
1,631
-531
| -25% | -$55.3K | 0.08% | 126 |
|
|
2015
Q4 | $209K | Sell |
2,162
-550
| -20% | -$53.2K | 0.12% | 113 |
|
|
2015
Q3 | $241K | Sell |
2,712
-75
| -3% | -$6.67K | 0.14% | 109 |
|
|
2015
Q2 | $281K | Buy |
2,787
+93
| +3% | +$9.38K | 0.17% | 104 |
|
|
2015
Q1 | $262K | Hold |
2,694
| – | – | 0.16% | 107 |
|
|
2014
Q4 | $248K | Buy |
+2,694
| New | +$248K | 0.15% | 107 |
|