Hixon Zuercher’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-2,067
| Closed | -$1.29M | – | 65 |
|
2023
Q4 | $1.29M | Buy |
+2,067
| New | +$1.29M | 0.6% | 45 |
|
2022
Q2 | – | Sell |
-850
| Closed | -$409K | – | 58 |
|
2022
Q1 | $409K | Hold |
850
| – | – | 0.22% | 49 |
|
2021
Q4 | $547K | Buy |
850
+20
| +2% | +$12.9K | 0.27% | 49 |
|
2021
Q3 | $448K | Hold |
830
| – | – | 0.26% | 47 |
|
2021
Q2 | $407K | Hold |
830
| – | – | 0.24% | 48 |
|
2021
Q1 | $318K | Hold |
830
| – | – | 0.21% | 49 |
|
2020
Q4 | $315K | Hold |
830
| – | – | 0.22% | 49 |
|
2020
Q3 | $271K | Hold |
830
| – | – | 0.21% | 48 |
|
2020
Q2 | $246K | Buy |
+830
| New | +$246K | 0.21% | 47 |
|
2020
Q1 | – | Sell |
-830
| Closed | -$217K | – | 49 |
|
2019
Q4 | $217K | Buy |
+830
| New | +$217K | 0.21% | 52 |
|