Harvest Volatility Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-8,624
| Closed | -$3.95M | – | 67 |
|
2023
Q2 | $3.95M | Sell |
8,624
-1,453
| -14% | -$666K | 0.79% | 23 |
|
2023
Q1 | $4.43M | Sell |
10,077
-1,790
| -15% | -$788K | 0.89% | 23 |
|
2022
Q4 | $4.62M | Sell |
11,867
-3,106
| -21% | -$1.21M | 0.93% | 23 |
|
2022
Q3 | $5.94M | Sell |
14,973
-401
| -3% | -$159K | 1.03% | 20 |
|
2022
Q2 | $5.93M | Sell |
15,374
-1,861
| -11% | -$717K | 0.95% | 22 |
|
2022
Q1 | $8.29M | Sell |
17,235
-29
| -0.2% | -$13.9K | 0.94% | 23 |
|
2021
Q4 | $11.1K | Buy |
17,264
+4,659
| +37% | +$3K | ﹤0.01% | 33 |
|
2021
Q3 | $6.8M | Buy |
12,605
+4,757
| +61% | +$2.57M | 0.32% | 27 |
|
2021
Q2 | $3.85M | Buy |
7,848
+1,905
| +32% | +$934K | 0.31% | 33 |
|
2021
Q1 | $2.28M | Buy |
5,943
+2,415
| +68% | +$925K | 0.21% | 35 |
|
2020
Q4 | $1.34M | Buy |
+3,528
| New | +$1.34M | 0.16% | 33 |
|