Psagot Value Holdings’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,185
| Closed | -$3.26M | – | 316 |
|
|
2023
Q4 | $3.26M | Sell |
5,185
-485
| -9% | -$305K | 1.42% | 17 |
|
|
2023
Q3 | $2.9M | Sell |
5,670
-150
| -3% | -$76.8K | 1.48% | 17 |
|
|
2023
Q2 | $2.65M | Sell |
5,820
-2,110
| -27% | -$962K | 1.34% | 16 |
|
|
2023
Q1 | $3.46M | Buy |
7,930
+580
| +8% | +$253K | 1.44% | 15 |
|
|
2022
Q4 | $2.86M | Buy |
7,350
+2,230
| +44% | +$868K | 0.84% | 36 |
|
|
2022
Q3 | $1.98M | Buy |
5,120
+230
| +5% | +$89.1K | 0.56% | 40 |
|
|
2022
Q2 | $1.89M | Buy |
4,890
+2,670
| +120% | +$1.03M | 0.44% | 52 |
|
|
2022
Q1 | $1.07M | Sell |
2,220
-32
| -1% | -$15.4K | 0.23% | 78 |
|
|
2021
Q4 | $1.45M | Buy |
2,252
+408
| +22% | +$263K | 0.28% | 71 |
|
|
2021
Q3 | $995K | Hold |
1,844
| – | – | 0.17% | 106 |
|
|
2021
Q2 | $904K | Hold |
1,844
| – | – | 0.03% | 167 |
|
|
2021
Q1 | $706K | Hold |
1,844
| – | – | 0.02% | 205 |
|
|
2020
Q4 | $700K | Buy |
1,844
+196
| +12% | +$74.4K | 0.02% | 187 |
|
|
2020
Q3 | $538K | Hold |
1,648
| – | – | 0.01% | 206 |
|
|
2020
Q2 | $488K | Buy |
1,648
+249
| +18% | +$73.7K | 0.01% | 191 |
|
|
2020
Q1 | $322K | Sell |
1,399
-1,775
| -56% | -$409K | 0.01% | 193 |
|
|
2019
Q4 | $831K | Buy |
3,174
+991
| +45% | +$259K | 0.03% | 187 |
|
|
2019
Q3 | $581K | Hold |
2,183
| – | – | 0.02% | 184 |
|
|
2019
Q2 | $570K | Sell |
2,183
-318
| -13% | -$83K | 0.02% | 203 |
|
|
2019
Q1 | $654K | Buy |
2,501
+153
| +7% | +$40K | 0.03% | 199 |
|
|
2018
Q4 | $462K | Sell |
2,348
-222
| -9% | -$43.7K | 0.02% | 220 |
|
|
2018
Q3 | $584K | Buy |
2,570
+1,555
| +153% | +$353K | 0.03% | 169 |
|
|
2018
Q2 | $207K | Buy |
1,015
+1,000
| +6,667% | +$204K | 0.01% | 215 |
|
|
2018
Q1 | $3K | Hold |
15
| – | – | ﹤0.01% | 329 |
|
|
2017
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 295 |
|
|
2017
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 306 |
|
|
2017
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 302 |
|
|
2017
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 321 |
|
|
2016
Q4 | $2K | Sell |
15
-35
| -70% | -$4.67K | ﹤0.01% | 351 |
|
|
2016
Q3 | $6K | Sell |
50
-10
| -17% | -$1.2K | ﹤0.01% | 323 |
|
|
2016
Q2 | $7K | Sell |
60
-25
| -29% | -$2.92K | ﹤0.01% | 307 |
|
|
2016
Q1 | $9K | Buy |
85
+35
| +70% | +$3.71K | ﹤0.01% | 333 |
|
|
2015
Q4 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 363 |
|
|
2014
Q4 | – | Sell |
-8,000
| Closed | -$701K | – | 370 |
|
|
2014
Q3 | $701K | Hold |
8,000
| – | – | 0.02% | 163 |
|
|
2014
Q2 | $644K | Hold |
8,000
| – | – | 0.02% | 167 |
|
|
2014
Q1 | $622K | Hold |
8,000
| – | – | 0.02% | 177 |
|
|
2013
Q4 | $611K | Sell |
8,000
-3,400
| -30% | -$260K | 0.02% | 188 |
|
|
2013
Q3 | $756K | Hold |
11,400
| – | – | 0.03% | 174 |
|
|
2013
Q2 | $696K | Buy |
+11,400
| New | +$696K | 0.03% | 147 |
|