Gofen & Glossberg’s Intuit INTU Stock Holding History

Gofen & Glossberg’s Portfolio INTU Stock Details INTU Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$1.46M	Buy	3,746 +359	+11%	+$140K	0.04%	211
2022 Q3	$1.31M	Buy	3,387 +79	+2%	+$30.6K	0.04%	211
2022 Q2	$1.28M	Buy	3,308 +169	+5%	+$65.1K	0.03%	218
2022 Q1	$1.51M	Sell	3,139 -468	-13%	-$225K	0.03%	218
2021 Q4	$2.32M	Sell	3,607 -15	-0.4%	-$9.65K	0.05%	189
2021 Q3	$1.95M	Sell	3,622 -36	-1%	-$19.4K	0.05%	198
2021 Q2	$1.79M	Sell	3,658 -194	-5%	-$95.1K	0.04%	197
2021 Q1	$1.48M	Sell	3,852 -3,187	-45%	-$1.22M	0.04%	210
2020 Q4	$2.67M	Buy	7,039 +13	+0.2%	+$4.94K	0.07%	157
2020 Q3	$2.29M	Sell	7,026 -1,348	-16%	-$440K	0.07%	151
2020 Q2	$2.48M	Buy	8,374 +6,434	+332%	+$1.91M	0.08%	143
2020 Q1	$446K	Buy	1,940 +25	+1%	+$5.75K	0.02%	283
2019 Q4	$502K	Hold	1,915	–	–	0.02%	294
2019 Q3	$509K	Hold	1,915	–	–	0.02%	286
2019 Q2	$500K	Hold	1,915	–	–	0.02%	290
2019 Q1	$501K	Hold	1,915	–	–	0.02%	277
2018 Q4	$377K	Hold	1,915	–	–	0.01%	297
2018 Q3	$435K	Hold	1,915	–	–	0.01%	304
2018 Q2	$391K	Hold	1,915	–	–	0.01%	315
2018 Q1	$332K	Sell	1,915 -52	-3%	-$9.02K	0.01%	348
2017 Q4	$310K	Hold	1,967	–	–	0.01%	379
2017 Q3	$280K	Hold	1,967	–	–	0.01%	392
2017 Q2	$261K	Hold	1,967	–	–	0.01%	401
2017 Q1	$228K	Hold	1,967	–	–	0.01%	414
2016 Q4	$225K	Hold	1,967	–	–	0.01%	400
2016 Q3	$216K	Sell	1,967 -76	-4%	-$8.35K	0.01%	407
2016 Q2	$228K	Hold	2,043	–	–	0.01%	392
2016 Q1	$212K	Buy	+2,043	New	+$212K	0.01%	414
2015 Q4	–	Sell	-2,438	Closed	-$216K	–	456
2015 Q3	$216K	Hold	2,438	–	–	0.01%	401
2015 Q2	$246K	Hold	2,438	–	–	0.01%	392
2015 Q1	$236K	Hold	2,438	–	–	0.01%	406
2014 Q4	$225K	Hold	2,438	–	–	0.01%	413
2014 Q3	$214K	Buy	+2,438	New	+$214K	0.01%	411
2014 Q2	–	Sell	-2,438	Closed	-$191K	–	470
2014 Q1	$191K	Sell	2,438 -50	-2%	-$3.92K	0.01%	420
2013 Q4	$190K	Hold	2,488	–	–	0.01%	416
2013 Q3	$165K	Hold	2,488	–	–	0.01%	412
2013 Q2	$152K	Buy	+2,488	New	+$152K	0.01%	402