MinichMacGregor Wealth Management’s Intuit INTU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-109
| Closed | -$42.4K | – | 345 |
|
2022
Q4 | $42.4K | Buy |
+109
| New | +$42.4K | 0.02% | 202 |
|
2018
Q4 | – | Sell |
-40
| Closed | -$9K | – | 285 |
|
2018
Q3 | $9K | Hold |
40
| – | – | 0.01% | 325 |
|
2018
Q2 | $8K | Hold |
40
| – | – | 0.01% | 335 |
|
2018
Q1 | $6K | Hold |
40
| – | – | ﹤0.01% | 355 |
|
2017
Q4 | $6K | Hold |
40
| – | – | ﹤0.01% | 350 |
|
2017
Q3 | $5K | Hold |
40
| – | – | ﹤0.01% | 346 |
|
2017
Q2 | $5K | Buy |
+40
| New | +$5K | ﹤0.01% | 348 |
|