Rockefeller Financial Services’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $522K | Hold |
3,305
| – | – | 0.01% | 279 |
|
|
2017
Q3 | $470K | Hold |
3,305
| – | – | 0.01% | 267 |
|
|
2017
Q2 | $439K | Hold |
3,305
| – | – | 0.01% | 238 |
|
|
2017
Q1 | $383K | Buy |
3,305
+105
| +3% | +$12.2K | 0.01% | 263 |
|
|
2016
Q4 | $367K | Hold |
3,200
| – | – | 0.01% | 274 |
|
|
2016
Q3 | $352K | Hold |
3,200
| – | – | 0.01% | 271 |
|
|
2016
Q2 | $357K | Hold |
3,200
| – | – | 0.01% | 283 |
|
|
2016
Q1 | $333K | Hold |
3,200
| – | – | 0.01% | 288 |
|
|
2015
Q4 | $309K | Sell |
3,200
-77
| -2% | -$7.44K | 0.01% | 299 |
|
|
2015
Q3 | $291K | Buy |
3,277
+3,200
| +4,156% | +$284K | 0.01% | 296 |
|
|
2015
Q2 | $8K | Sell |
77
-1,000
| -93% | -$104K | ﹤0.01% | 436 |
|
|
2015
Q1 | $104K | Buy |
1,077
+1,000
| +1,299% | +$96.6K | ﹤0.01% | 375 |
|
|
2014
Q4 | $7K | Hold |
77
| – | – | ﹤0.01% | 457 |
|
|
2014
Q3 | $7K | Hold |
77
| – | – | ﹤0.01% | 455 |
|
|
2014
Q2 | $6K | Hold |
77
| – | – | ﹤0.01% | 526 |
|
|
2014
Q1 | $6K | Hold |
77
| – | – | ﹤0.01% | 486 |
|
|
2013
Q4 | $6K | Hold |
77
| – | – | ﹤0.01% | 468 |
|
|
2013
Q3 | $5K | Hold |
77
| – | – | ﹤0.01% | 479 |
|
|
2013
Q2 | $5K | Buy |
+77
| New | +$5K | ﹤0.01% | 478 |
|