Jess S. Morgan & Co’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.68M | Buy |
9,508
+896
| +10% | +$347K | 3.2% | 13 |
|
|
2022
Q2 | $3.32M | Buy |
8,612
+664
| +8% | +$256K | 3.44% | 15 |
|
|
2022
Q1 | $3.82M | Sell |
7,948
-179
| -2% | -$86.1K | 2.78% | 19 |
|
|
2021
Q4 | $5.23M | Sell |
8,127
-263
| -3% | -$169K | 3.21% | 7 |
|
|
2021
Q3 | $4.53M | Sell |
8,390
-871
| -9% | -$470K | 2.99% | 15 |
|
|
2021
Q2 | $4.54M | Sell |
9,261
-397
| -4% | -$195K | 2.98% | 12 |
|
|
2021
Q1 | $3.7M | Buy |
9,658
+252
| +3% | +$96.5K | 2.59% | 21 |
|
|
2020
Q4 | $3.57M | Buy |
9,406
+438
| +5% | +$166K | 2.85% | 18 |
|
|
2020
Q3 | $2.93M | Sell |
8,968
-445
| -5% | -$145K | 2.92% | 13 |
|
|
2020
Q2 | $2.79M | Sell |
9,413
-1,288
| -12% | -$381K | 3.03% | 14 |
|
|
2020
Q1 | $2.46M | Sell |
10,701
-289
| -3% | -$66.5K | 3.2% | 17 |
|
|
2019
Q4 | $2.88M | Buy |
+10,990
| New | +$2.88M | 2.82% | 18 |
|