Independent Portfolio Consultants’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
$66K Sell
498
-752
-60% -$99.7K 0.03% 477
2017
Q1
$145K Sell
1,250
-1,159
-48% -$134K 0.05% 380
2016
Q4
$276K Sell
2,409
-161
-6% -$18.4K 0.09% 271
2016
Q3
$283K Sell
2,570
-315
-11% -$34.7K 0.09% 271
2016
Q2
$322K Buy
2,885
+440
+18% +$49.1K 0.1% 270
2016
Q1
$254K Buy
2,445
+1,190
+95% +$124K 0.07% 305
2015
Q4
$121K Buy
1,255
+365
+41% +$35.2K 0.04% 427
2015
Q3
$79K Buy
+890
New +$79K 0.02% 498
2015
Q2
Sell
-25
Closed -$2K 990
2015
Q1
$2K Buy
+25
New +$2K ﹤0.01% 867
2014
Q3
Sell
-521
Closed -$42K 891
2014
Q2
$42K Sell
521
-2,209
-81% -$178K 0.01% 665
2014
Q1
$212K Sell
2,730
-4,230
-61% -$328K 0.07% 431
2013
Q4
$531K Sell
6,960
-4,480
-39% -$342K 0.19% 202
2013
Q3
$759K Buy
11,440
+4,290
+60% +$285K 0.3% 93
2013
Q2
$436K Buy
+7,150
New +$436K 0.2% 218