Next Financial Group’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2.77M | Sell |
4,301
-11
| -0.3% | -$7.07K | 0.18% | 122 |
|
|
2021
Q3 | $2.33M | Buy |
4,312
+2,932
| +212% | +$1.58M | 0.18% | 129 |
|
|
2021
Q2 | $677K | Sell |
1,380
-45
| -3% | -$22.1K | 0.05% | 364 |
|
|
2021
Q1 | $546K | Sell |
1,425
-94
| -6% | -$36K | 0.05% | 391 |
|
|
2020
Q4 | $577K | Buy |
1,519
+33
| +2% | +$12.5K | 0.06% | 336 |
|
|
2020
Q3 | $484K | Buy |
1,486
+314
| +27% | +$102K | 0.05% | 339 |
|
|
2020
Q2 | $347K | Sell |
1,172
-132
| -10% | -$39.1K | 0.04% | 375 |
|
|
2020
Q1 | $300K | Sell |
1,304
-16
| -1% | -$3.68K | 0.04% | 414 |
|
|
2019
Q4 | $346K | Buy |
1,320
+38
| +3% | +$9.96K | 0.04% | 475 |
|
|
2019
Q3 | $341K | Buy |
1,282
+553
| +76% | +$147K | 0.04% | 456 |
|
|
2019
Q2 | $191K | Buy |
+729
| New | +$191K | 0.02% | 684 |
|
|
2019
Q1 | – | Sell |
-133
| Closed | -$26K | – | 1869 |
|
|
2018
Q4 | $26K | Buy |
+133
| New | +$26K | 0.01% | 1010 |
|
|
2017
Q4 | – | Sell |
-162
| Closed | -$24K | – | 803 |
|
|
2017
Q3 | $24K | Sell |
162
-10
| -6% | -$1.48K | 0.01% | 917 |
|
|
2017
Q2 | $23K | Hold |
172
| – | – | 0.01% | 1024 |
|
|
2017
Q1 | $22K | Sell |
172
-1,475
| -90% | -$189K | 0.01% | 1016 |
|
|
2016
Q4 | $189K | Sell |
1,647
-135
| -8% | -$15.5K | 0.03% | 487 |
|
|
2016
Q3 | $196K | Buy |
1,782
+1,475
| +480% | +$162K | 0.04% | 477 |
|
|
2016
Q2 | $34K | Hold |
307
| – | – | 0.01% | 774 |
|
|
2016
Q1 | $31K | Hold |
307
| – | – | 0.01% | 776 |
|
|
2015
Q4 | $29K | Buy |
307
+135
| +78% | +$12.8K | 0.01% | 798 |
|
|
2015
Q3 | $15K | Buy |
172
+72
| +72% | +$6.28K | 0.01% | 1056 |
|
|
2015
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 1260 |
|
|
2015
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 1283 |
|
|
2014
Q4 | $9K | Sell |
100
-54
| -35% | -$4.86K | ﹤0.01% | 1281 |
|
|
2014
Q3 | $14K | Buy |
+154
| New | +$14K | ﹤0.01% | 1601 |
|