GW & Wade’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.48M | Buy |
2,374
+1,144
| +93% | +$715K | 0.05% | 190 |
|
|
2023
Q3 | $628K | Buy |
1,230
+27
| +2% | +$13.8K | 0.02% | 253 |
|
|
2023
Q2 | $551K | Sell |
1,203
-1,026
| -46% | -$470K | 0.02% | 264 |
|
|
2023
Q1 | $994K | Hold |
2,229
| – | – | 0.04% | 205 |
|
|
2022
Q4 | $868K | Buy |
2,229
+63
| +3% | +$24.5K | 0.04% | 209 |
|
|
2022
Q3 | $839K | Buy |
2,166
+43
| +2% | +$16.7K | 0.04% | 190 |
|
|
2022
Q2 | $818K | Buy |
2,123
+252
| +13% | +$97.1K | 0.04% | 199 |
|
|
2022
Q1 | $900K | Sell |
1,871
-116
| -6% | -$55.8K | 0.04% | 191 |
|
|
2021
Q4 | $1.28M | Sell |
1,987
-48
| -2% | -$30.9K | 0.06% | 170 |
|
|
2021
Q3 | $1.1M | Sell |
2,035
-499
| -20% | -$269K | 0.05% | 180 |
|
|
2021
Q2 | $1.24M | Buy |
2,534
+170
| +7% | +$83.3K | 0.06% | 167 |
|
|
2021
Q1 | $905K | Buy |
2,364
+153
| +7% | +$58.6K | 0.05% | 170 |
|
|
2020
Q4 | $840K | Sell |
2,211
-188
| -8% | -$71.4K | 0.05% | 152 |
|
|
2020
Q3 | $783K | Buy |
2,399
+3
| +0.1% | +$979 | 0.06% | 129 |
|
|
2020
Q2 | $710K | Sell |
2,396
-47
| -2% | -$13.9K | 0.06% | 132 |
|
|
2020
Q1 | $562K | Buy |
2,443
+4
| +0.2% | +$920 | 0.05% | 129 |
|
|
2019
Q4 | $639K | Buy |
2,439
+3
| +0.1% | +$786 | 0.05% | 142 |
|
|
2019
Q3 | $648K | Sell |
2,436
-28
| -1% | -$7.45K | 0.06% | 138 |
|
|
2019
Q2 | $644K | Buy |
2,464
+3
| +0.1% | +$784 | 0.06% | 139 |
|
|
2019
Q1 | $643K | Buy |
2,461
+4
| +0.2% | +$1.05K | 0.06% | 133 |
|
|
2018
Q4 | $484K | Buy |
2,457
+751
| +44% | +$148K | 0.05% | 144 |
|
|
2018
Q3 | $388K | Buy |
1,706
+2
| +0.1% | +$455 | 0.04% | 160 |
|
|
2018
Q2 | $348K | Buy |
1,704
+305
| +22% | +$62.3K | 0.04% | 173 |
|
|
2018
Q1 | $242K | Buy |
1,399
+3
| +0.2% | +$519 | 0.03% | 206 |
|
|
2017
Q4 | $220K | Sell |
1,396
-30
| -2% | -$4.73K | 0.03% | 203 |
|
|
2017
Q3 | $203K | Buy |
+1,426
| New | +$203K | 0.02% | 230 |
|