Johanson Financial Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $371K | Buy |
576
+11
| +2% | +$7.09K | 0.11% | 99 |
|
|
2021
Q3 | $305K | Buy |
565
+1
| +0.2% | +$540 | 0.11% | 97 |
|
|
2021
Q2 | $284K | Hold |
564
| – | – | 0.1% | 98 |
|
|
2021
Q1 | $232K | Buy |
564
+1
| +0.2% | +$411 | 0.08% | 101 |
|
|
2020
Q4 | $214K | Buy |
+563
| New | +$214K | 0.09% | 103 |
|
|
2020
Q1 | – | Sell |
-202,065
| Closed | -$770K | – | 166 |
|
|
2019
Q4 | $770K | Buy |
202,065
+201,276
| +25,510% | +$767K | 0.04% | 160 |
|
|
2019
Q3 | $210K | Buy |
789
+1
| +0.1% | +$266 | 0.11% | 95 |
|
|
2019
Q2 | $206K | Buy |
+788
| New | +$206K | 0.11% | 99 |
|