Kelly Financial Services’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-27
| Closed | -$17.8K | – | 415 |
|
|
2024
Q2 | $17.8K | Hold |
27
| – | – | 0.01% | 345 |
|
|
2024
Q1 | $17.6K | Hold |
27
| – | – | 0.01% | 348 |
|
|
2023
Q4 | $16.9K | Hold |
27
| – | – | 0.01% | 329 |
|
|
2023
Q3 | $13.8K | Buy |
27
+15
| +125% | +$7.67K | 0.01% | 327 |
|
|
2023
Q2 | $5.5K | Buy |
+12
| New | +$5.5K | ﹤0.01% | 440 |
|
|
2023
Q1 | – | Sell |
-10
| Closed | -$3.89K | – | 718 |
|
|
2022
Q4 | $3.89K | Hold |
10
| – | – | ﹤0.01% | 435 |
|
|
2022
Q3 | $3.87K | Hold |
10
| – | – | ﹤0.01% | 431 |
|
|
2022
Q2 | $3.85K | Hold |
10
| – | – | ﹤0.01% | 434 |
|
|
2022
Q1 | $4.81K | Hold |
10
| – | – | ﹤0.01% | 440 |
|
|
2021
Q4 | $6.43K | Buy |
+10
| New | +$6.43K | ﹤0.01% | 402 |
|