Mitsubishi UFJ Morgan Stanley Securities’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10
| Closed | -$4K | – | 105 |
|
|
2022
Q4 | $4K | Sell |
10
-20
| -67% | -$8K | 0.04% | 159 |
|
|
2022
Q3 | $12K | Hold |
30
| – | – | 0.16% | 99 |
|
|
2022
Q2 | $12K | Hold |
30
| – | – | 0.02% | 103 |
|
|
2022
Q1 | $14K | Sell |
30
-90
| -75% | -$42K | 0.01% | 103 |
|
|
2021
Q4 | $77K | Sell |
120
-130
| -52% | -$83.4K | 0.04% | 71 |
|
|
2021
Q3 | $135K | Buy |
+250
| New | +$135K | 0.13% | 23 |
|
|
2014
Q4 | $48K | Hold |
520
| – | – | 0.1% | 54 |
|
|
2014
Q3 | $46K | Buy |
+520
| New | +$46K | 0.13% | 58 |
|
|
2013
Q4 | – | Sell |
-240
| Closed | -$16K | – | 261 |
|
|
2013
Q3 | $16K | Hold |
240
| – | – | 0.03% | 185 |
|
|
2013
Q2 | $15K | Buy |
+240
| New | +$15K | 0.05% | 155 |
|