OMCS
Old Mutual Customised Solutions’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $2.76M | Hold |
13,500
| – | – | 0.27% | 87 |
|
|
2018
Q1 | $2.34M | Hold |
13,500
| – | – | 0.24% | 109 |
|
|
2017
Q4 | $2.13M | Buy |
13,500
+3,900
| +41% | +$615K | 0.22% | 121 |
|
|
2017
Q3 | $1.37M | Hold |
9,600
| – | – | 0.19% | 137 |
|
|
2017
Q2 | $1.28M | Buy |
9,600
+1,800
| +23% | +$239K | 0.19% | 138 |
|
|
2017
Q1 | $905K | Hold |
7,800
| – | – | 0.14% | 181 |
|
|
2016
Q4 | $894K | Buy |
7,800
+2,600
| +50% | +$298K | 0.16% | 154 |
|
|
2016
Q3 | $572K | Buy |
5,200
+100
| +2% | +$11K | 0.16% | 145 |
|
|
2016
Q2 | $569K | Hold |
5,100
| – | – | 0.14% | 177 |
|
|
2016
Q1 | $530K | Sell |
5,100
-700
| -12% | -$72.7K | 0.14% | 182 |
|
|
2015
Q4 | $560K | Hold |
5,800
| – | – | 0.14% | 170 |
|
|
2015
Q3 | $515K | Buy |
5,800
+1,100
| +23% | +$97.7K | 0.14% | 181 |
|
|
2015
Q2 | $474K | Hold |
4,700
| – | – | 0.11% | 222 |
|
|
2015
Q1 | $456K | Buy |
4,700
+2,900
| +161% | +$281K | 0.11% | 224 |
|
|
2014
Q4 | $166K | Buy |
1,800
+300
| +20% | +$27.7K | 0.05% | 461 |
|
|
2014
Q3 | $131K | Sell |
1,500
-700
| -32% | -$61.1K | 0.04% | 488 |
|
|
2014
Q2 | $177K | Sell |
2,200
-600
| -21% | -$48.3K | 0.04% | 469 |
|
|
2014
Q1 | $218K | Hold |
2,800
| – | – | 0.05% | 383 |
|
|
2013
Q4 | $214K | Buy |
2,800
+600
| +27% | +$45.9K | 0.06% | 368 |
|
|
2013
Q3 | $146K | Hold |
2,200
| – | – | 0.04% | 462 |
|
|
2013
Q2 | $134K | Buy |
+2,200
| New | +$134K | 0.04% | 496 |
|