Focused Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-600
| Closed | -$85K | – | 694 |
|
|
2017
Q3 | $85K | Hold |
600
| – | – | 0.03% | 173 |
|
|
2017
Q2 | $80K | Hold |
600
| – | – | 0.03% | 238 |
|
|
2017
Q1 | $70K | Hold |
600
| – | – | 0.03% | 245 |
|
|
2016
Q4 | $69K | Hold |
600
| – | – | 0.03% | 240 |
|
|
2016
Q3 | $66K | Hold |
600
| – | – | 0.03% | 238 |
|
|
2016
Q2 | $67K | Hold |
600
| – | – | 0.03% | 236 |
|
|
2016
Q1 | $62K | Hold |
600
| – | – | 0.03% | 175 |
|
|
2015
Q4 | $58K | Hold |
600
| – | – | 0.03% | 190 |
|
|
2015
Q3 | $53K | Hold |
600
| – | – | 0.03% | 186 |
|
|
2015
Q2 | $60K | Hold |
600
| – | – | 0.04% | 184 |
|
|
2015
Q1 | $58K | Hold |
600
| – | – | 0.04% | 182 |
|
|
2014
Q4 | $55K | Hold |
600
| – | – | 0.04% | 181 |
|
|
2014
Q3 | $53K | Hold |
600
| – | – | 0.04% | 186 |
|
|
2014
Q2 | $48K | Hold |
600
| – | – | 0.04% | 189 |
|
|
2014
Q1 | $47K | Hold |
600
| – | – | 0.04% | 169 |
|
|
2013
Q4 | $46K | Hold |
600
| – | – | 0.04% | 174 |
|
|
2013
Q3 | $40K | Buy |
+600
| New | +$40K | 0.04% | 180 |
|