Goelzer Investment Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,703
| Closed | -$556K | – | 224 |
|
|
2020
Q3 | $556K | Sell |
1,703
-50
| -3% | -$16.3K | 0.05% | 191 |
|
|
2020
Q2 | $519K | Hold |
1,753
| – | – | 0.05% | 185 |
|
|
2020
Q1 | $403K | Buy |
1,753
+11
| +0.6% | +$2.53K | 0.05% | 199 |
|
|
2019
Q4 | $456K | Sell |
1,742
-18
| -1% | -$4.71K | 0.04% | 201 |
|
|
2019
Q3 | $468K | Buy |
1,760
+30
| +2% | +$7.98K | 0.04% | 193 |
|
|
2019
Q2 | $452K | Sell |
1,730
-132
| -7% | -$34.5K | 0.04% | 204 |
|
|
2019
Q1 | $487K | Sell |
1,862
-79
| -4% | -$20.7K | 0.05% | 213 |
|
|
2018
Q4 | $382K | Sell |
1,941
-41
| -2% | -$8.07K | 0.05% | 173 |
|
|
2018
Q3 | $451K | Hold |
1,982
| – | – | 0.05% | 170 |
|
|
2018
Q2 | $405K | Hold |
1,982
| – | – | 0.05% | 173 |
|
|
2018
Q1 | $344K | Sell |
1,982
-341
| -15% | -$59.2K | 0.04% | 179 |
|
|
2017
Q4 | $367K | Hold |
2,323
| – | – | 0.04% | 175 |
|
|
2017
Q3 | $330K | Hold |
2,323
| – | – | 0.04% | 173 |
|
|
2017
Q2 | $309K | Sell |
2,323
-123
| -5% | -$16.4K | 0.04% | 176 |
|
|
2017
Q1 | $284K | Sell |
2,446
-100
| -4% | -$11.6K | 0.04% | 177 |
|
|
2016
Q4 | $292K | Hold |
2,546
| – | – | 0.04% | 179 |
|
|
2016
Q3 | $280K | Hold |
2,546
| – | – | 0.04% | 186 |
|
|
2016
Q2 | $284K | Hold |
2,546
| – | – | 0.04% | 184 |
|
|
2016
Q1 | $265K | Sell |
2,546
-127
| -5% | -$13.2K | 0.04% | 184 |
|
|
2015
Q4 | $258K | Hold |
2,673
| – | – | 0.04% | 187 |
|
|
2015
Q3 | $237K | Hold |
2,673
| – | – | 0.04% | 188 |
|
|
2015
Q2 | $269K | Hold |
2,673
| – | – | 0.04% | 184 |
|
|
2015
Q1 | $259K | Sell |
2,673
-350
| -12% | -$33.9K | 0.04% | 182 |
|
|
2014
Q4 | $279K | Sell |
3,023
-150
| -5% | -$13.8K | 0.04% | 180 |
|
|
2014
Q3 | $278K | Hold |
3,173
| – | – | 0.05% | 178 |
|
|
2014
Q2 | $256K | Sell |
3,173
-150
| -5% | -$12.1K | 0.04% | 179 |
|
|
2014
Q1 | $258K | Hold |
3,323
| – | – | 0.05% | 180 |
|
|
2013
Q4 | $254K | Hold |
3,323
| – | – | 0.05% | 180 |
|
|
2013
Q3 | $220K | Sell |
3,323
-3,323
| -50% | -$220K | 0.04% | 173 |
|
|
2013
Q2 | $406K | Buy |
+6,646
| New | +$406K | 0.04% | 174 |
|