Monumental Financial Group’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.18M | Sell |
1,893
-291
| -13% | -$181K | 0.44% | 22 |
|
|
2024
Q2 | $1.44M | Sell |
2,184
-286
| -12% | -$188K | 0.63% | 20 |
|
|
2024
Q1 | $1.61M | Sell |
2,470
-101
| -4% | -$65.7K | 0.85% | 17 |
|
|
2023
Q4 | $1.61M | Sell |
2,571
-71
| -3% | -$44.4K | 0.96% | 17 |
|
|
2023
Q3 | $1.35M | Buy |
2,642
+88
| +3% | +$45K | 0.9% | 19 |
|
|
2023
Q2 | $1.17M | Sell |
2,554
-69
| -3% | -$31.6K | 0.79% | 24 |
|
|
2023
Q1 | $1.17M | Buy |
2,623
+164
| +7% | +$73.1K | 0.84% | 27 |
|
|
2022
Q4 | $957K | Buy |
+2,459
| New | +$957K | 0.77% | 38 |
|
|
2021
Q3 | – | Sell |
-38
| Closed | -$19K | – | 55 |
|
|
2021
Q2 | $19K | Sell |
38
-2,456
| -98% | -$1.23M | 0.02% | 66 |
|
|
2021
Q1 | $955K | Buy |
+2,494
| New | +$955K | 0.91% | 14 |
|