Highland Private Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-965
| Closed | -$374K | – | 76 |
|
|
2022
Q3 | $374K | Buy |
965
+155
| +19% | +$60.1K | 0.06% | 110 |
|
|
2022
Q2 | $313K | Sell |
810
-35
| -4% | -$13.5K | 0.05% | 121 |
|
|
2022
Q1 | $406K | Buy |
845
+54
| +7% | +$25.9K | 0.05% | 110 |
|
|
2021
Q4 | $509K | Buy |
791
+42
| +6% | +$27K | 0.06% | 93 |
|
|
2021
Q3 | $404K | Buy |
749
+32
| +4% | +$17.3K | 0.06% | 110 |
|
|
2021
Q2 | $351K | Buy |
717
+11
| +2% | +$5.39K | 0.05% | 113 |
|
|
2021
Q1 | $271K | Buy |
706
+10
| +1% | +$3.84K | 0.04% | 124 |
|
|
2020
Q4 | $264K | Buy |
696
+31
| +5% | +$11.8K | 0.05% | 120 |
|
|
2020
Q3 | $216K | Buy |
+665
| New | +$216K | 0.04% | 122 |
|
|
2020
Q1 | – | Sell |
-801
| Closed | -$210K | – | 124 |
|
|
2019
Q4 | $210K | Buy |
801
+23
| +3% | +$6.03K | 0.05% | 120 |
|
|
2019
Q3 | $207K | Buy |
778
+3
| +0.4% | +$798 | 0.06% | 112 |
|
|
2019
Q2 | $203K | Buy |
775
+9
| +1% | +$2.36K | 0.06% | 118 |
|
|
2019
Q1 | $201K | Buy |
+766
| New | +$201K | 0.06% | 115 |
|