Perennial Investment Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-22,774
| Closed | -$2M | – | 34 |
|
|
2014
Q3 | $2M | Hold |
22,774
| – | – | 1.12% | 39 |
|
|
2014
Q2 | $1.83M | Sell |
22,774
-4,000
| -15% | -$322K | 0.84% | 53 |
|
|
2014
Q1 | $2.08M | Hold |
26,774
| – | – | 0.59% | 51 |
|
|
2013
Q4 | $2.04M | Sell |
26,774
-11,500
| -30% | -$878K | 0.59% | 50 |
|
|
2013
Q3 | $2.54M | Hold |
38,274
| – | – | 0.65% | 53 |
|
|
2013
Q2 | $2.34M | Buy |
+38,274
| New | +$2.34M | 0.6% | 46 |
|