GCA
Gideon Capital Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-9,671
| Closed | -$2.57M | – | 327 |
|
|
2019
Q3 | $2.57M | Buy |
9,671
+7,704
| +392% | +$2.05M | 0.84% | 18 |
|
|
2019
Q2 | $514K | Buy |
+1,967
| New | +$514K | 0.18% | 175 |
|
|
2019
Q1 | – | Sell |
-5,528
| Closed | -$1.09M | – | 441 |
|
|
2018
Q4 | $1.09M | Buy |
+5,528
| New | +$1.09M | 0.44% | 64 |
|
|
2018
Q1 | – | Sell |
-2,573
| Closed | -$406K | – | 403 |
|
|
2017
Q4 | $406K | Buy |
2,573
+1,122
| +77% | +$177K | 0.36% | 82 |
|
|
2017
Q3 | $206K | Sell |
1,451
-1,919
| -57% | -$272K | 0.2% | 252 |
|
|
2017
Q2 | $448K | Sell |
3,370
-3,860
| -53% | -$513K | 0.49% | 60 |
|
|
2017
Q1 | $839K | Buy |
7,230
+1,408
| +24% | +$163K | 0.5% | 29 |
|
|
2016
Q4 | $668K | Buy |
+5,822
| New | +$668K | 0.43% | 41 |
|
|
2015
Q3 | – | Sell |
-11,778
| Closed | -$1.19M | – | 270 |
|
|
2015
Q2 | $1.19M | Sell |
11,778
-5,444
| -32% | -$549K | 0.49% | 76 |
|
|
2015
Q1 | $1.67M | Buy |
+17,222
| New | +$1.67M | 0.67% | 52 |
|