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