Glassman Wealth Services’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-483
| Closed | -$302K | – | 978 |
|
|
2023
Q4 | $302K | Sell |
483
-2
| -0.4% | -$1.25K | 0.04% | 135 |
|
|
2023
Q3 | $248K | Sell |
485
-4
| -0.8% | -$2.04K | 0.04% | 141 |
|
|
2023
Q2 | $224K | Hold |
489
| – | – | 0.04% | 157 |
|
|
2023
Q1 | $218K | Buy |
489
+19
| +4% | +$8.47K | 0.04% | 156 |
|
|
2022
Q4 | $183K | Buy |
470
+51
| +12% | +$19.9K | 0.03% | 188 |
|
|
2022
Q3 | $162K | Buy |
419
+41
| +11% | +$15.9K | 0.03% | 181 |
|
|
2022
Q2 | $146K | Buy |
378
+111
| +42% | +$42.9K | 0.03% | 195 |
|
|
2022
Q1 | $128K | Sell |
267
-8
| -3% | -$3.84K | 0.02% | 219 |
|
|
2021
Q4 | $177K | Buy |
275
+45
| +20% | +$29K | 0.03% | 170 |
|
|
2021
Q3 | $124K | Buy |
230
+24
| +12% | +$12.9K | 0.03% | 207 |
|
|
2021
Q2 | $101K | Buy |
206
+18
| +10% | +$8.83K | 0.02% | 233 |
|
|
2021
Q1 | $72K | Buy |
188
+27
| +17% | +$10.3K | 0.02% | 272 |
|
|
2020
Q4 | $61K | Buy |
161
+28
| +21% | +$10.6K | 0.01% | 306 |
|
|
2020
Q3 | $43K | Buy |
133
+43
| +48% | +$13.9K | 0.01% | 323 |
|
|
2020
Q2 | $27K | Buy |
90
+17
| +23% | +$5.1K | 0.01% | 338 |
|
|
2020
Q1 | $17K | Buy |
73
+35
| +92% | +$8.15K | 0.01% | 366 |
|
|
2019
Q4 | $10K | Sell |
38
-1
| -3% | -$263 | ﹤0.01% | 482 |
|
|
2019
Q3 | $10K | Buy |
39
+3
| +8% | +$769 | ﹤0.01% | 448 |
|
|
2019
Q2 | $9K | Buy |
36
+1
| +3% | +$250 | ﹤0.01% | 474 |
|
|
2019
Q1 | $9K | Buy |
35
+20
| +133% | +$5.14K | ﹤0.01% | 459 |
|
|
2018
Q4 | $3K | Hold |
15
| – | – | ﹤0.01% | 492 |
|
|
2018
Q3 | $3K | Sell |
15
-4
| -21% | -$800 | ﹤0.01% | 539 |
|
|
2018
Q2 | $4K | Sell |
19
-2
| -10% | -$421 | ﹤0.01% | 460 |
|
|
2018
Q1 | $4K | Hold |
21
| – | – | ﹤0.01% | 450 |
|
|
2017
Q4 | $3K | Buy |
21
+18
| +600% | +$2.57K | ﹤0.01% | 464 |
|
|
2017
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 584 |
|
|
2017
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 602 |
|
|
2017
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 632 |
|