Pacific Global Investment Management’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
-358
Closed -$222K 130
2024
Q3
$222K Hold
358
0.04% 196
2024
Q2
$235K Hold
358
0.04% 187
2024
Q1
$232K Buy
358
+1
+0.3% +$649 0.04% 190
2023
Q4
$223K Buy
+357
New +$223K 0.05% 200
2023
Q2
Sell
-806
Closed -$359K 215
2023
Q1
$359K Sell
806
-67
-8% -$29.9K 0.08% 164
2022
Q4
$340K Buy
873
+1
+0.1% +$389 0.08% 171
2022
Q3
$338K Buy
872
+1
+0.1% +$388 0.08% 160
2022
Q2
$336K Buy
871
+7
+0.8% +$2.7K 0.08% 162
2022
Q1
$415K Sell
864
-30
-3% -$14.4K 0.08% 158
2021
Q4
$575K Hold
894
0.11% 131
2021
Q3
$482K Buy
894
+1
+0.1% +$539 0.1% 139
2021
Q2
$438K Sell
893
-183
-17% -$89.8K 0.09% 153
2021
Q1
$412K Buy
1,076
+1
+0.1% +$383 0.09% 153
2020
Q4
$408K Sell
1,075
-9
-0.8% -$3.42K 0.09% 143
2020
Q3
$354K Buy
1,084
+1
+0.1% +$327 0.09% 137
2020
Q2
$321K Sell
1,083
-85
-7% -$25.2K 0.09% 138
2020
Q1
$269K Buy
1,168
+1
+0.1% +$230 0.09% 150
2019
Q4
$306K Buy
1,167
+1
+0.1% +$262 0.07% 173
2019
Q3
$310K Buy
1,166
+1
+0.1% +$266 0.07% 174
2019
Q2
$304K Buy
1,165
+1
+0.1% +$261 0.07% 178
2019
Q1
$304K Hold
1,164
0.07% 183
2018
Q4
$229K Buy
1,164
+2
+0.2% +$393 0.06% 198
2018
Q3
$264K Buy
1,162
+2
+0.2% +$454 0.05% 199
2018
Q2
$237K Buy
1,160
+2
+0.2% +$409 0.05% 208
2018
Q1
$201K Buy
+1,158
New +$201K 0.05% 223