First Western Capital Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-17,863
| Closed | -$2.82M | – | 61 |
|
|
2017
Q4 | $2.82M | Sell |
17,863
-87
| -0.5% | -$13.7K | 1.6% | 30 |
|
|
2017
Q3 | $2.55M | Sell |
17,950
-800
| -4% | -$114K | 1.55% | 31 |
|
|
2017
Q2 | $2.49M | Sell |
18,750
-401
| -2% | -$53.3K | 1.5% | 32 |
|
|
2017
Q1 | $2.22M | Sell |
19,151
-1,082
| -5% | -$125K | 1.34% | 37 |
|
|
2016
Q4 | $2.32M | Sell |
20,233
-34,174
| -63% | -$3.92M | 1.26% | 33 |
|
|
2016
Q3 | $5.99M | Sell |
54,407
-1,558
| -3% | -$171K | 2.33% | 4 |
|
|
2016
Q2 | $6.25M | Sell |
55,965
-463
| -0.8% | -$51.7K | 2.28% | 4 |
|
|
2016
Q1 | $5.87M | Buy |
56,428
+33,093
| +142% | +$3.44M | 2.08% | 9 |
|
|
2015
Q4 | $2.25M | Sell |
23,335
-68
| -0.3% | -$6.56K | 0.7% | 62 |
|
|
2015
Q3 | $2.08M | Buy |
23,403
+2,429
| +12% | +$216K | 0.69% | 68 |
|
|
2015
Q2 | $2.11M | Sell |
20,974
-3,626
| -15% | -$365K | 0.68% | 65 |
|
|
2015
Q1 | $2.39M | Sell |
24,600
-3,317
| -12% | -$322K | 0.72% | 62 |
|
|
2014
Q4 | $2.57M | Buy |
27,917
+132
| +0.5% | +$12.2K | 0.76% | 52 |
|
|
2014
Q3 | $2.44M | Sell |
27,785
-250
| -0.9% | -$21.9K | 0.72% | 53 |
|
|
2014
Q2 | $2.26M | Sell |
28,035
-151
| -0.5% | -$12.2K | 0.74% | 57 |
|
|
2014
Q1 | $2.19M | Buy |
28,186
+345
| +1% | +$26.8K | 0.77% | 45 |
|
|
2013
Q4 | $2.13M | Buy |
+27,841
| New | +$2.13M | 0.74% | 46 |
|