Pathstone Family Office’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $8.64M | Buy |
15,583
+6,626
| +74% | +$3.67M | 0.07% | 188 |
|
|
2023
Q2 | $4.71M | Buy |
8,957
+472
| +6% | +$248K | 0.07% | 177 |
|
|
2023
Q1 | $4.52M | Sell |
8,485
-18,791
| -69% | -$10M | 0.07% | 160 |
|
|
2022
Q4 | $10M | Buy |
27,276
+5,614
| +26% | +$2.06M | 0.09% | 169 |
|
|
2022
Q3 | $9.42M | Buy |
21,662
+14,131
| +188% | +$6.15M | 0.09% | 139 |
|
|
2022
Q2 | $2.9M | Buy |
7,531
+2,873
| +62% | +$1.11M | 0.06% | 156 |
|
|
2022
Q1 | $2.88M | Sell |
4,658
-526
| -10% | -$325K | 0.07% | 138 |
|
|
2021
Q4 | $3.34M | Buy |
5,184
+2,618
| +102% | +$1.68M | 0.08% | 123 |
|
|
2021
Q3 | $1.38M | Buy |
2,566
+10
| +0.4% | +$5.39K | 0.04% | 219 |
|
|
2021
Q2 | $1.25M | Buy |
2,556
+258
| +11% | +$126K | 0.04% | 224 |
|
|
2021
Q1 | $880K | Buy |
2,298
+2,093
| +1,021% | +$801K | 0.03% | 231 |
|
|
2020
Q4 | $78K | Buy |
+205
| New | +$78K | ﹤0.01% | 432 |
|
|
2018
Q2 | – | Sell |
-9
| Closed | -$2K | – | 231 |
|
|
2018
Q1 | $2K | Hold |
9
| – | – | ﹤0.01% | 327 |
|
|
2017
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 146 |
|
|
2017
Q3 | – | Sell |
-9
| Closed | -$1K | – | 250 |
|
|
2017
Q2 | $1K | Sell |
9
-62
| -87% | -$6.89K | ﹤0.01% | 368 |
|
|
2017
Q1 | $8K | Buy |
+71
| New | +$8K | ﹤0.01% | 301 |
|
|
2016
Q4 | – | Sell |
-60
| Closed | -$7K | – | 148 |
|
|
2016
Q3 | $7K | Sell |
60
-48
| -44% | -$5.6K | 0.01% | 147 |
|
|
2016
Q2 | $12K | Hold |
108
| – | – | 0.01% | 121 |
|
|
2016
Q1 | $11K | Buy |
+108
| New | +$11K | 0.02% | 105 |
|
|
2015
Q4 | – | Sell |
-30
| Closed | -$3K | – | 127 |
|
|
2015
Q3 | $3K | Buy |
+30
| New | +$3K | 0.01% | 149 |
|