Kiwi Wealth Investments Limited Partnership’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-31,466
| Closed | -$14.4M | – | 113 |
|
|
2023
Q2 | $14.4M | Hold |
31,466
| – | – | 0.89% | 28 |
|
|
2023
Q1 | $14M | Sell |
31,466
-1,194
| -4% | -$532K | 0.91% | 33 |
|
|
2022
Q4 | $12.7M | Sell |
32,660
-6,440
| -16% | -$2.51M | 0.85% | 34 |
|
|
2022
Q3 | $15.1M | Hold |
39,100
| – | – | 1.04% | 21 |
|
|
2022
Q2 | $15.1M | Buy |
39,100
+21,583
| +123% | +$8.32M | 1.04% | 21 |
|
|
2022
Q1 | $8.42M | Buy |
17,517
+600
| +4% | +$289K | 0.46% | 52 |
|
|
2021
Q4 | $10.9M | Buy |
16,917
+4,888
| +41% | +$3.14M | 0.51% | 55 |
|
|
2021
Q3 | $6.49M | Hold |
12,029
| – | – | 0.33% | 76 |
|
|
2021
Q2 | $5.9M | Sell |
12,029
-3,871
| -24% | -$1.9M | 0.31% | 78 |
|
|
2021
Q1 | $6.09M | Hold |
15,900
| – | – | 0.35% | 78 |
|
|
2020
Q4 | $6.04M | Buy |
15,900
+8,464
| +114% | +$3.22M | 0.36% | 81 |
|
|
2020
Q3 | $2.43M | Buy |
+7,436
| New | +$2.43M | 0.17% | 151 |
|
|
2020
Q1 | – | Sell |
-7,219
| Closed | -$1.89M | – | 193 |
|
|
2019
Q4 | $1.89M | Sell |
7,219
-1,057
| -13% | -$277K | 0.14% | 146 |
|
|
2019
Q3 | $2.2M | Sell |
8,276
-12,888
| -61% | -$3.43M | 0.18% | 135 |
|
|
2019
Q2 | $5.53M | Buy |
21,164
+389
| +2% | +$102K | 0.48% | 57 |
|
|
2019
Q1 | $5.43M | Sell |
20,775
-1,762
| -8% | -$461K | 0.49% | 67 |
|
|
2018
Q4 | $4.44M | Buy |
22,537
+9,049
| +67% | +$1.78M | 0.47% | 65 |
|
|
2018
Q3 | $3.07M | Sell |
13,488
-1,448
| -10% | -$329K | 0.29% | 96 |
|
|
2018
Q2 | $3.05M | Buy |
14,936
+11,053
| +285% | +$2.26M | 0.29% | 92 |
|
|
2018
Q1 | $673K | Sell |
3,883
-130
| -3% | -$22.5K | 0.07% | 161 |
|
|
2017
Q4 | $633K | Buy |
+4,013
| New | +$633K | 0.07% | 151 |
|