Rand Wealth’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.8M | Hold |
7,920
| – | – | 0.2% | 114 |
|
|
2018
Q2 | $1.62M | Hold |
7,920
| – | – | 0.18% | 118 |
|
|
2018
Q1 | $1.37M | Hold |
7,920
| – | – | 0.15% | 126 |
|
|
2017
Q4 | $1.25M | Hold |
7,920
| – | – | 0.14% | 132 |
|
|
2017
Q3 | $1.13M | Hold |
7,920
| – | – | 0.13% | 131 |
|
|
2017
Q2 | $1.05M | Buy |
7,920
+170
| +2% | +$22.6K | 0.14% | 129 |
|
|
2017
Q1 | $899K | Buy |
7,750
+550
| +8% | +$63.8K | 0.11% | 151 |
|
|
2016
Q4 | $825K | Hold |
7,200
| – | – | 0.1% | 153 |
|
|
2016
Q3 | $792K | Hold |
7,200
| – | – | 0.1% | 152 |
|
|
2016
Q2 | $804K | Hold |
7,200
| – | – | 0.11% | 149 |
|
|
2016
Q1 | $749K | Hold |
7,200
| – | – | 0.1% | 153 |
|
|
2015
Q4 | $695K | Hold |
7,200
| – | – | 0.1% | 155 |
|
|
2015
Q3 | $639K | Hold |
7,200
| – | – | 0.09% | 157 |
|
|
2015
Q2 | $726K | Hold |
7,200
| – | – | 0.1% | 149 |
|
|
2015
Q1 | $698K | Hold |
7,200
| – | – | 0.09% | 151 |
|
|
2014
Q4 | $643K | Hold |
7,200
| – | – | 0.09% | 156 |
|
|
2014
Q3 | $631K | Sell |
7,200
-350
| -5% | -$30.7K | 0.09% | 137 |
|
|
2014
Q2 | $608K | Buy |
7,550
+350
| +5% | +$28.2K | 0.09% | 137 |
|
|
2014
Q1 | $560K | Hold |
7,200
| – | – | 0.1% | 139 |
|
|
2013
Q4 | $550K | Hold |
7,200
| – | – | 0.1% | 138 |
|
|
2013
Q3 | $477K | Hold |
7,200
| – | – | 0.09% | 142 |
|
|
2013
Q2 | $439K | Buy |
+7,200
| New | +$439K | 0.1% | 139 |
|