Laffer Tengler Investments’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13
| Closed | -$8.13K | – | 456 |
|
|
2023
Q4 | $8.13K | Buy |
+13
| New | +$8.13K | ﹤0.01% | 279 |
|
|
2019
Q2 | – | Sell |
-15,990
| Closed | -$4.18M | – | 137 |
|
|
2019
Q1 | $4.18M | Hold |
15,990
| – | – | 1.12% | 7 |
|
|
2018
Q4 | $3.15M | Hold |
15,990
| – | – | 0.93% | 18 |
|
|
2018
Q3 | $3.64M | Hold |
15,990
| – | – | 0.9% | 17 |
|
|
2018
Q2 | $3.27M | Hold |
15,990
| – | – | 0.84% | 19 |
|
|
2018
Q1 | $2.77M | Buy |
15,990
+270
| +2% | +$46.8K | 0.69% | 39 |
|
|
2017
Q4 | $2.48M | Hold |
15,720
| – | – | 0.62% | 49 |
|
|
2017
Q3 | $2.23M | Sell |
15,720
-1,175
| -7% | -$167K | 0.59% | 62 |
|
|
2017
Q2 | $2.24M | Hold |
16,895
| – | – | 0.57% | 65 |
|
|
2017
Q1 | $1.96M | Hold |
16,895
| – | – | 0.51% | 91 |
|
|
2016
Q4 | $1.94M | Buy |
+16,895
| New | +$1.94M | 0.52% | 62 |
|