Parsec Financial Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $501K | Sell |
1,123
-25
| -2% | -$11.1K | 0.02% | 202 |
|
|
2022
Q4 | $447K | Sell |
1,148
-70
| -6% | -$27.2K | 0.02% | 212 |
|
|
2022
Q3 | $472K | Hold |
1,218
| – | – | 0.02% | 200 |
|
|
2022
Q2 | $469K | Sell |
1,218
-17
| -1% | -$6.55K | 0.02% | 210 |
|
|
2022
Q1 | $594K | Sell |
1,235
-4
| -0.3% | -$1.92K | 0.03% | 205 |
|
|
2021
Q4 | $797K | Hold |
1,239
| – | – | 0.03% | 182 |
|
|
2021
Q3 | $759K | Buy |
1,239
+134
| +12% | +$82.1K | 0.03% | 177 |
|
|
2021
Q2 | $542K | Hold |
1,105
| – | – | 0.03% | 193 |
|
|
2021
Q1 | $423K | Hold |
1,105
| – | – | 0.02% | 197 |
|
|
2020
Q4 | $420K | Hold |
1,105
| – | – | 0.02% | 188 |
|
|
2020
Q3 | $360K | Hold |
1,105
| – | – | 0.02% | 191 |
|
|
2020
Q2 | $327K | Hold |
1,105
| – | – | 0.02% | 186 |
|
|
2020
Q1 | $254K | Hold |
1,105
| – | – | 0.02% | 198 |
|
|
2019
Q4 | $289K | Hold |
1,105
| – | – | 0.02% | 208 |
|
|
2019
Q3 | $294K | Sell |
1,105
-200
| -15% | -$53.2K | 0.02% | 202 |
|
|
2019
Q2 | $341K | Hold |
1,305
| – | – | 0.02% | 196 |
|
|
2019
Q1 | $341K | Sell |
1,305
-52
| -4% | -$13.6K | 0.02% | 193 |
|
|
2018
Q4 | $267K | Hold |
1,357
| – | – | 0.02% | 203 |
|
|
2018
Q3 | $309K | Sell |
1,357
-48
| -3% | -$10.9K | 0.02% | 201 |
|
|
2018
Q2 | $287K | Buy |
1,405
+35
| +3% | +$7.15K | 0.02% | 204 |
|
|
2018
Q1 | $237K | Sell |
1,370
-41
| -3% | -$7.09K | 0.02% | 211 |
|
|
2017
Q4 | $223K | Hold |
1,411
| – | – | 0.02% | 217 |
|
|
2017
Q3 | $201K | Buy |
+1,411
| New | +$201K | 0.01% | 223 |
|