Ground Swell Capital’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
-911
Closed -$599K 205
2024
Q2
$599K Buy
+911
New +$599K 0.46% 20
2024
Q1
Sell
-474
Closed -$296K 94
2023
Q4
$296K Buy
+474
New +$296K 1.09% 24
2023
Q1
Sell
-947
Closed -$369K 82
2022
Q4
$369K Sell
947
-269
-22% -$105K 1.64% 12
2022
Q3
$471K Sell
1,216
-58
-5% -$22.5K 1.34% 18
2022
Q2
$491K Buy
+1,274
New +$491K 0.9% 21
2022
Q1
Sell
-337
Closed -$217K 88
2021
Q4
$217K Sell
337
-454
-57% -$292K 1.26% 37
2021
Q3
$427K Buy
+791
New +$427K 1.84% 11
2014
Q3
$42K Buy
480
+162
+51% +$14.2K 0.08% 262
2014
Q2
$26K Buy
+318
New +$26K 0.05% 313