Rockefeller Financial Services’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $522K | Hold |
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|
2017
Q3 | $470K | Hold |
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|
2017
Q2 | $439K | Hold |
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|
2017
Q1 | $383K | Buy |
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|
2016
Q4 | $367K | Hold |
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|
2016
Q3 | $352K | Hold |
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|
2016
Q2 | $357K | Hold |
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|
2016
Q1 | $333K | Hold |
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|
2015
Q4 | $309K | Sell |
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|
2015
Q3 | $291K | Buy |
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|
2015
Q2 | $8K | Sell |
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|
2015
Q1 | $104K | Buy |
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|
2014
Q4 | $7K | Hold |
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|
2014
Q3 | $7K | Hold |
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|
2014
Q2 | $6K | Hold |
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|
2014
Q1 | $6K | Hold |
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|
2013
Q4 | $6K | Hold |
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|
2013
Q3 | $5K | Hold |
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|
2013
Q2 | $5K | Buy |
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