Reilly Financial Advisors’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	$190K	Hold	295	–	–	0.01%	213
2021 Q3	$159K	Sell	295 -4	-1%	-$2.16K	0.01%	217
2021 Q2	$146K	Hold	299	–	–	0.01%	236
2021 Q1	$114K	Sell	299 -13	-4%	-$4.96K	0.01%	251
2020 Q4	$119K	Sell	312 -5	-2%	-$1.91K	0.01%	236
2020 Q3	$103K	Sell	317 -13	-4%	-$4.22K	0.01%	230
2020 Q2	$98K	Sell	330 -4	-1%	-$1.19K	0.01%	231
2020 Q1	$77K	Buy	334 +34	+11%	+$7.84K	0.01%	243
2019 Q4	$79K	Sell	300 -16	-5%	-$4.21K	0.01%	270
2019 Q3	$84K	Buy	316 +20	+7%	+$5.32K	0.01%	270
2019 Q2	$77K	Hold	296	–	–	0.01%	283
2019 Q1	$77K	Hold	296	–	–	0.01%	272
2018 Q4	$58K	Hold	296	–	–	0.01%	302
2018 Q3	$67K	Hold	296	–	–	0.01%	309
2018 Q2	$60K	Hold	296	–	–	0.01%	285
2018 Q1	$51K	Buy	296 +35	+13%	+$6.03K	0.01%	300
2017 Q4	$41K	Buy	261 +13	+5%	+$2.04K	0.01%	355
2017 Q3	$35K	Hold	248	–	–	0.01%	363
2017 Q2	$33K	Hold	248	–	–	0.01%	380
2017 Q1	$29K	Hold	248	–	–	﹤0.01%	402
2016 Q4	$28K	Hold	248	–	–	﹤0.01%	381
2016 Q3	$27K	Hold	248	–	–	﹤0.01%	357
2016 Q2	$28K	Hold	248	–	–	0.01%	333
2016 Q1	$26K	Buy	+248	New	+$26K	﹤0.01%	391
2015 Q4	–	Sell	-248	Closed	-$22K	–	1017
2015 Q3	$22K	Hold	248	–	–	﹤0.01%	581
2015 Q2	$25K	Hold	248	–	–	﹤0.01%	613
2015 Q1	$24K	Hold	248	–	–	﹤0.01%	614
2014 Q4	$23K	Hold	248	–	–	0.01%	375
2014 Q3	$22K	Hold	248	–	–	0.01%	379
2014 Q2	$20K	Hold	248	–	–	﹤0.01%	412
2014 Q1	$19K	Buy	+248	New	+$19K	﹤0.01%	443