FTDI
First Trust Direct Indexing’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,561
| Closed | -$5.94M | – | 438 |
|
|
2024
Q3 | $5.94M | Buy |
9,561
+1,003
| +12% | +$623K | 0.32% | 52 |
|
|
2024
Q2 | $5.62M | Buy |
8,558
+1,068
| +14% | +$702K | 0.35% | 44 |
|
|
2024
Q1 | $4.87M | Buy |
7,490
+1,061
| +17% | +$690K | 0.36% | 42 |
|
|
2023
Q4 | $4.02M | Buy |
6,429
+919
| +17% | +$574K | 0.36% | 46 |
|
|
2023
Q3 | $2.82M | Buy |
5,510
+359
| +7% | +$183K | 0.32% | 51 |
|
|
2023
Q2 | $2.36M | Sell |
5,151
-43
| -0.8% | -$19.7K | 0.26% | 75 |
|
|
2023
Q1 | $2.32M | Sell |
5,194
-113
| -2% | -$50.4K | 0.27% | 73 |
|
|
2022
Q4 | $2.07M | Buy |
5,307
+179
| +3% | +$69.7K | 0.27% | 83 |
|
|
2022
Q3 | $1.99M | Sell |
5,128
-376
| -7% | -$146K | 0.29% | 65 |
|
|
2022
Q2 | $2.12M | Buy |
5,504
+221
| +4% | +$85.2K | 0.3% | 71 |
|
|
2022
Q1 | $2.54M | Buy |
5,283
+1,057
| +25% | +$508K | 0.31% | 58 |
|
|
2021
Q4 | $2.72M | Sell |
4,226
-21
| -0.5% | -$13.5K | 0.35% | 50 |
|
|
2021
Q3 | $2.29M | Buy |
4,247
+466
| +12% | +$251K | 0.33% | 53 |
|
|
2021
Q2 | $1.85M | Buy |
3,781
+1,339
| +55% | +$656K | 0.28% | 79 |
|
|
2021
Q1 | $935K | Buy |
2,442
+144
| +6% | +$55.1K | 0.25% | 107 |
|
|
2020
Q4 | $873K | Buy |
+2,298
| New | +$873K | 0.24% | 102 |
|