Patriot Financial Group Insurance Agency’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-79
| Closed | -$30K | – | 1142 |
|
|
2022
Q2 | $30K | Buy |
79
+33
| +72% | +$12.5K | 0.01% | 889 |
|
|
2022
Q1 | $22K | Buy |
46
+9
| +24% | +$4.3K | ﹤0.01% | 1053 |
|
|
2021
Q4 | $24K | Sell |
37
-1
| -3% | -$649 | ﹤0.01% | 1140 |
|
|
2021
Q3 | $21K | Buy |
38
+2
| +6% | +$1.11K | ﹤0.01% | 1187 |
|
|
2021
Q2 | $18K | Buy |
36
+15
| +71% | +$7.5K | ﹤0.01% | 1230 |
|
|
2021
Q1 | $8K | Sell |
21
-50
| -70% | -$19K | ﹤0.01% | 1425 |
|
|
2020
Q4 | $27K | Sell |
71
-4
| -5% | -$1.52K | 0.01% | 884 |
|
|
2020
Q3 | $24K | Buy |
75
+18
| +32% | +$5.76K | 0.01% | 741 |
|
|
2020
Q2 | $17K | Hold |
57
| – | – | 0.01% | 800 |
|
|
2020
Q1 | $13K | Buy |
57
+10
| +21% | +$2.28K | 0.01% | 780 |
|
|
2019
Q4 | $12K | Buy |
47
+18
| +62% | +$4.6K | ﹤0.01% | 795 |
|
|
2019
Q3 | $8K | Buy |
29
+23
| +383% | +$6.35K | ﹤0.01% | 842 |
|
|
2019
Q2 | $2K | Hold |
6
| – | – | ﹤0.01% | 1118 |
|
|
2019
Q1 | $2K | Sell |
6
-22
| -79% | -$7.33K | ﹤0.01% | 1011 |
|
|
2018
Q4 | $6K | Buy |
+28
| New | +$6K | ﹤0.01% | 700 |
|
|
2018
Q2 | – | Sell |
-110
| Closed | -$19K | – | 746 |
|
|
2018
Q1 | $19K | Hold |
110
| – | – | 0.01% | 479 |
|
|
2017
Q4 | $18K | Buy |
110
+2
| +2% | +$327 | 0.01% | 479 |
|
|
2017
Q3 | $16K | Hold |
108
| – | – | 0.01% | 455 |
|
|
2017
Q2 | $14K | Buy |
+108
| New | +$14K | 0.01% | 462 |
|