John G. Ullman & Associates’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-675
| Closed | -$419K | – | 181 |
|
|
2024
Q3 | $419K | Hold |
675
| – | – | 0.06% | 142 |
|
|
2024
Q2 | $444K | Hold |
675
| – | – | 0.07% | 138 |
|
|
2024
Q1 | $439K | Hold |
675
| – | – | 0.07% | 135 |
|
|
2023
Q4 | $422K | Hold |
675
| – | – | 0.07% | 130 |
|
|
2023
Q3 | $345K | Hold |
675
| – | – | 0.06% | 138 |
|
|
2023
Q2 | $309K | Hold |
675
| – | – | 0.05% | 147 |
|
|
2023
Q1 | $301K | Hold |
675
| – | – | 0.05% | 152 |
|
|
2022
Q4 | $263K | Hold |
675
| – | – | 0.04% | 152 |
|
|
2022
Q3 | $261K | Hold |
675
| – | – | 0.05% | 141 |
|
|
2022
Q2 | $260K | Hold |
675
| – | – | 0.04% | 144 |
|
|
2022
Q1 | $325K | Hold |
675
| – | – | 0.05% | 142 |
|
|
2021
Q4 | $434K | Hold |
675
| – | – | 0.06% | 127 |
|
|
2021
Q3 | $364K | Hold |
675
| – | – | 0.05% | 128 |
|
|
2021
Q2 | $331K | Hold |
675
| – | – | 0.04% | 134 |
|
|
2021
Q1 | $259K | Hold |
675
| – | – | 0.03% | 139 |
|
|
2020
Q4 | $256K | Hold |
675
| – | – | 0.04% | 140 |
|
|
2020
Q3 | $220K | Buy |
+675
| New | +$220K | 0.05% | 118 |
|