MSH Capital Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-844
| Closed | -$431K | – | 221 |
|
|
2023
Q3 | $431K | Buy |
844
+1
| +0.1% | +$511 | 0.17% | 135 |
|
|
2023
Q2 | $386K | Buy |
843
+1
| +0.1% | +$458 | 0.14% | 154 |
|
|
2023
Q1 | $375K | Buy |
842
+1
| +0.1% | +$446 | 0.16% | 141 |
|
|
2022
Q4 | $327K | Sell |
841
-29
| -3% | -$11.3K | 0.15% | 138 |
|
|
2022
Q3 | $337K | Buy |
870
+1
| +0.1% | +$387 | 0.17% | 126 |
|
|
2022
Q2 | $335K | Buy |
869
+1
| +0.1% | +$385 | 0.16% | 137 |
|
|
2022
Q1 | $417K | Buy |
868
+36
| +4% | +$17.3K | 0.17% | 126 |
|
|
2021
Q4 | $535K | Buy |
+832
| New | +$535K | 0.24% | 99 |
|