Morgan Dempsey Capital Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-200
| Closed | -$65K | – | 129 |
|
|
2020
Q3 | $65K | Sell |
200
-60
| -23% | -$19.5K | 0.02% | 69 |
|
|
2020
Q2 | $77K | Sell |
260
-38
| -13% | -$11.3K | 0.03% | 69 |
|
|
2020
Q1 | $69K | Hold |
298
| – | – | 0.03% | 73 |
|
|
2019
Q4 | $78K | Hold |
298
| – | – | 0.03% | 106 |
|
|
2019
Q3 | $79K | Hold |
298
| – | – | 0.03% | 117 |
|
|
2019
Q2 | $78K | Hold |
298
| – | – | 0.03% | 119 |
|
|
2019
Q1 | $78K | Hold |
298
| – | – | 0.03% | 121 |
|
|
2018
Q4 | $59K | Sell |
298
-16
| -5% | -$3.17K | 0.03% | 132 |
|
|
2018
Q3 | $71K | Hold |
314
| – | – | 0.03% | 125 |
|
|
2018
Q2 | $64K | Sell |
314
-83
| -21% | -$16.9K | 0.03% | 129 |
|
|
2018
Q1 | $68.8K | Sell |
397
-31
| -7% | -$5.37K | 0.03% | 134 |
|
|
2017
Q4 | $67.5K | Hold |
428
| – | – | 0.02% | 135 |
|
|
2017
Q3 | $61K | Sell |
428
-225
| -34% | -$32.1K | 0.02% | 130 |
|
|
2017
Q2 | $87K | Sell |
653
-30
| -4% | -$4K | 0.03% | 131 |
|
|
2017
Q1 | $79K | Buy |
683
+30
| +5% | +$3.47K | 0.03% | 131 |
|
|
2016
Q4 | $75K | Sell |
653
-17
| -3% | -$1.95K | 0.02% | 134 |
|
|
2016
Q3 | $74K | Hold |
670
| – | – | 0.02% | 131 |
|
|
2016
Q2 | $75K | Hold |
670
| – | – | 0.03% | 127 |
|
|
2016
Q1 | $70K | Sell |
670
-45
| -6% | -$4.7K | 0.03% | 125 |
|
|
2015
Q4 | $69K | Hold |
715
| – | – | 0.03% | 135 |
|
|
2015
Q3 | $63K | Sell |
715
-190
| -21% | -$16.7K | 0.02% | 136 |
|
|
2015
Q2 | $91K | Hold |
905
| – | – | 0.03% | 131 |
|
|
2015
Q1 | $88K | Sell |
905
-580
| -39% | -$56.4K | 0.02% | 133 |
|
|
2014
Q4 | $137K | Sell |
1,485
-370
| -20% | -$34.1K | 0.04% | 134 |
|
|
2014
Q3 | $163K | Buy |
1,855
+350
| +23% | +$30.8K | 0.04% | 134 |
|
|
2014
Q2 | $121K | Hold |
1,505
| – | – | 0.03% | 140 |
|
|
2014
Q1 | $117K | Sell |
1,505
-1,155
| -43% | -$89.8K | 0.03% | 144 |
|
|
2013
Q4 | $203K | Hold |
2,660
| – | – | 0.06% | 131 |
|
|
2013
Q3 | $176K | Sell |
2,660
-2,000
| -43% | -$132K | 0.06% | 129 |
|
|
2013
Q2 | $284K | Buy |
+4,660
| New | +$284K | 0.11% | 115 |
|