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 |
|