Morningstar Investment Services’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,086
| Closed | -$672K | – | 256 |
|
|
2024
Q3 | $672K | Sell |
1,086
-87
| -7% | -$53.8K | 0.01% | 247 |
|
|
2024
Q2 | $764K | Buy |
1,173
+57
| +5% | +$37.1K | 0.01% | 213 |
|
|
2024
Q1 | $724K | Sell |
1,116
-765
| -41% | -$496K | 0.01% | 209 |
|
|
2023
Q4 | $1.18M | Buy |
1,881
+1,070
| +132% | +$672K | 0.01% | 216 |
|
|
2023
Q3 | $416K | Buy |
811
+118
| +17% | +$60.5K | 0.01% | 219 |
|
|
2023
Q2 | $317K | Buy |
693
+134
| +24% | +$61.3K | ﹤0.01% | 216 |
|
|
2023
Q1 | $244K | Buy |
+559
| New | +$244K | ﹤0.01% | 215 |
|