Heron Financial Group’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $656K | Buy |
1,431
+28
| +2% | +$12.8K | 0.35% | 66 |
|
|
2023
Q1 | $625K | Buy |
1,403
+82
| +6% | +$36.6K | 0.34% | 65 |
|
|
2022
Q4 | $496K | Sell |
1,321
-10
| -0.8% | -$3.76K | 0.33% | 65 |
|
|
2022
Q3 | $516K | Sell |
1,331
-10
| -0.7% | -$3.88K | 0.32% | 71 |
|
|
2022
Q2 | $517K | Buy |
1,341
+11
| +0.8% | +$4.24K | 0.31% | 76 |
|
|
2022
Q1 | $640K | Sell |
1,330
-125
| -9% | -$60.2K | 0.33% | 68 |
|
|
2021
Q4 | $816K | Sell |
1,455
-269
| -16% | -$151K | 0.44% | 50 |
|
|
2021
Q3 | $930K | Hold |
1,724
| – | – | 0.52% | 41 |
|
|
2021
Q2 | $845K | Sell |
1,724
-180
| -9% | -$88.2K | 0.48% | 48 |
|
|
2021
Q1 | $753K | Sell |
1,904
-10
| -0.5% | -$3.96K | 0.46% | 49 |
|
|
2020
Q4 | $706K | Sell |
1,914
-58
| -3% | -$21.4K | 0.49% | 51 |
|
|
2020
Q3 | $653K | Sell |
1,972
-111
| -5% | -$36.8K | 0.52% | 47 |
|
|
2020
Q2 | $641K | Sell |
2,083
-40
| -2% | -$12.3K | 0.57% | 43 |
|
|
2020
Q1 | $555K | Sell |
2,123
-5
| -0.2% | -$1.31K | 0.57% | 49 |
|
|
2019
Q4 | $632K | Buy |
+2,128
| New | +$632K | 0.52% | 49 |
|