PA
Paragon Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,829
| Closed | -$1.14M | – | 90 |
|
|
2023
Q4 | $1.14M | Buy |
+1,829
| New | +$1.14M | 0.48% | 65 |
|
|
2023
Q3 | – | Sell |
-1,758
| Closed | -$805K | – | 111 |
|
|
2023
Q2 | $805K | Sell |
1,758
-2,425
| -58% | -$1.11M | 0.26% | 77 |
|
|
2023
Q1 | $1.87M | Buy |
+4,183
| New | +$1.87M | 0.63% | 41 |
|
|
2021
Q2 | – | Sell |
-544
| Closed | -$208K | – | 76 |
|
|
2021
Q1 | $208K | Sell |
544
-2,285
| -81% | -$874K | 0.11% | 78 |
|
|
2020
Q4 | $1.05M | Buy |
2,829
+170
| +6% | +$63.2K | 0.57% | 48 |
|
|
2020
Q3 | $867K | Buy |
2,659
+35
| +1% | +$11.4K | 0.58% | 56 |
|
|
2020
Q2 | $777K | Buy |
2,624
+426
| +19% | +$126K | 0.63% | 40 |
|
|
2020
Q1 | $506K | Sell |
2,198
-100
| -4% | -$23K | 0.67% | 32 |
|
|
2019
Q4 | $633K | Buy |
+2,298
| New | +$633K | 0.68% | 33 |
|