RegentAtlantic Capital’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$5.91M Buy
15,249
+1,314
+9% +$509K 0.18% 91
2022
Q2
$5.37M Buy
13,935
+4,253
+44% +$1.64M 0.18% 99
2022
Q1
$4.66M Buy
9,682
+610
+7% +$293K 0.13% 121
2021
Q4
$5.84M Buy
9,072
+1,582
+21% +$1.02M 0.16% 104
2021
Q3
$4.04M Buy
7,490
+1,218
+19% +$657K 0.12% 136
2021
Q2
$3.07M Buy
6,272
+1,992
+47% +$976K 0.09% 161
2021
Q1
$1.64M Buy
4,280
+2,536
+145% +$972K 0.06% 210
2020
Q4
$662K Buy
1,744
+614
+54% +$233K 0.03% 301
2020
Q3
$369K Buy
1,130
+10
+0.9% +$3.27K 0.02% 365
2020
Q2
$332K Buy
+1,120
New +$332K 0.02% 372
2015
Q1
Sell
-427
Closed -$39.4K 612
2014
Q4
$39.4K Buy
+427
New +$39.4K ﹤0.01% 635