MA
Marshwinds Advisory’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $5.32M | Buy |
27,045
+1
| +0% | +$197 | 2.85% | 3 |
|
|
2018
Q3 | $6.15M | Sell |
27,044
-500
| -2% | -$114K | 2.81% | 3 |
|
|
2018
Q2 | $5.63M | Sell |
27,544
-100
| -0.4% | -$20.4K | 2.66% | 3 |
|
|
2018
Q1 | $4.79M | Buy |
27,644
+1
| +0% | +$173 | 2.28% | 5 |
|
|
2017
Q4 | $4.36M | Hold |
27,643
| – | – | 2.02% | 11 |
|
|
2017
Q3 | $3.93M | Buy |
27,643
+1
| +0% | +$142 | 1.82% | 18 |
|
|
2017
Q2 | $3.67M | Hold |
27,642
| – | – | 1.74% | 18 |
|
|
2017
Q1 | $3.21M | Sell |
27,642
-339
| -1% | -$39.3K | 1.49% | 24 |
|
|
2016
Q4 | $3.21M | Hold |
27,981
| – | – | 1.53% | 24 |
|
|
2016
Q3 | $3.08M | Buy |
27,981
+1
| +0% | +$110 | 1.5% | 22 |
|
|
2016
Q2 | $3.12M | Hold |
27,980
| – | – | 1.52% | 25 |
|
|
2016
Q1 | $2.91M | Buy |
27,980
+1
| +0% | +$104 | 1.49% | 23 |
|
|
2015
Q4 | $2.7M | Buy |
27,979
+1
| +0% | +$97 | 1.41% | 25 |
|
|
2015
Q3 | $2.48M | Sell |
27,978
-345
| -1% | -$30.6K | 1.33% | 29 |
|
|
2015
Q2 | $2.85M | Sell |
28,323
-100
| -0.4% | -$10.1K | 1.44% | 23 |
|
|
2015
Q1 | $2.76M | Sell |
28,423
-299
| -1% | -$29K | 1.3% | 27 |
|
|
2014
Q4 | $2.65M | Sell |
28,722
-1,000
| -3% | -$92.2K | 1.25% | 27 |
|
|
2014
Q3 | $2.61M | Sell |
29,722
-74
| -0.2% | -$6.49K | 1.29% | 24 |
|
|
2014
Q2 | $2.4M | Sell |
29,796
-300
| -1% | -$24.2K | 1.15% | 28 |
|
|
2014
Q1 | $2.34M | Sell |
30,096
-19
| -0.1% | -$1.48K | 1.18% | 29 |
|
|
2013
Q4 | $2.3M | Hold |
30,115
| – | – | 1.22% | 28 |
|
|
2013
Q3 | $2M | Buy |
30,115
+1
| +0% | +$66 | 1.15% | 29 |
|
|
2013
Q2 | $1.84M | Buy |
+30,114
| New | +$1.84M | 1.09% | 29 |
|