Institutional & Family Asset Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $47.3K | Buy |
72
+18
| +33% | +$11.8K | 0.01% | 246 |
|
|
2024
Q1 | $35.1K | Buy |
54
+7
| +15% | +$4.55K | 0.01% | 274 |
|
|
2023
Q4 | $29.4K | Hold |
47
| – | – | ﹤0.01% | 281 |
|
|
2023
Q3 | $24K | Buy |
47
+3
| +7% | +$1.53K | ﹤0.01% | 287 |
|
|
2023
Q2 | $20.2K | Buy |
+44
| New | +$20.2K | ﹤0.01% | 311 |
|
|
2021
Q2 | – | Sell |
-5
| Closed | -$2K | – | 975 |
|
|
2021
Q1 | $2K | Hold |
5
| – | – | ﹤0.01% | 794 |
|
|
2020
Q4 | $2K | Hold |
5
| – | – | ﹤0.01% | 768 |
|
|
2020
Q3 | $2K | Sell |
5
-245
| -98% | -$98K | ﹤0.01% | 701 |
|
|
2020
Q2 | $74K | Buy |
250
+245
| +4,900% | +$72.5K | 0.02% | 265 |
|
|
2020
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 744 |
|
|
2019
Q2 | – | Sell |
-3
| Closed | -$1K | – | 854 |
|
|
2019
Q1 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 791 |
|