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 |
|