Prio Wealth Limited Partnership’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $27M | Sell |
43,542
-740
| -2% | -$460K | 0.79% | 35 |
|
|
2024
Q2 | $29.1M | Sell |
44,282
-5,041
| -10% | -$3.31M | 0.87% | 32 |
|
|
2024
Q1 | $32.1M | Buy |
49,323
+5,916
| +14% | +$3.85M | 0.93% | 32 |
|
|
2023
Q4 | $27.1M | Buy |
43,407
+79
| +0.2% | +$49.4K | 0.93% | 33 |
|
|
2023
Q3 | $22.1M | Sell |
43,328
-1,509
| -3% | -$771K | 0.85% | 35 |
|
|
2023
Q2 | $20.5M | Sell |
44,837
-307
| -0.7% | -$141K | 0.74% | 40 |
|
|
2023
Q1 | $20.1M | Sell |
45,144
-830
| -2% | -$370K | 0.77% | 40 |
|
|
2022
Q4 | $17.9M | Sell |
45,974
-791
| -2% | -$308K | 0.72% | 38 |
|
|
2022
Q3 | $18.1M | Sell |
46,765
-232
| -0.5% | -$89.9K | 0.78% | 38 |
|
|
2022
Q2 | $18.1M | Sell |
46,997
-236
| -0.5% | -$91K | 0.72% | 43 |
|
|
2022
Q1 | $22.7M | Sell |
47,233
-102
| -0.2% | -$49K | 0.75% | 41 |
|
|
2021
Q4 | $30.4M | Buy |
47,335
+202
| +0.4% | +$130K | 0.93% | 33 |
|
|
2021
Q3 | $25.4M | Buy |
47,133
+746
| +2% | +$402K | 0.86% | 38 |
|
|
2021
Q2 | $22.7M | Buy |
46,387
+780
| +2% | +$382K | 0.77% | 42 |
|
|
2021
Q1 | $17.5M | Buy |
45,607
+24,809
| +119% | +$9.5M | 0.63% | 45 |
|
|
2020
Q4 | $7.9M | Buy |
+20,798
| New | +$7.9M | 0.3% | 71 |
|