Fortis 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 | – | Sell |
-781
| Closed | -$513K | – | 189 |
|
|
2024
Q2 | $513K | Buy |
781
+67
| +9% | +$44K | 0.19% | 99 |
|
|
2024
Q1 | $464K | Buy |
+714
| New | +$464K | 0.2% | 90 |
|
|
2023
Q2 | – | Sell |
-26
| Closed | -$11.6K | – | 357 |
|
|
2023
Q1 | $11.6K | Hold |
26
| – | – | 0.01% | 450 |
|
|
2022
Q4 | $10.1K | Buy |
+26
| New | +$10.1K | 0.01% | 473 |
|