Ropes Wealth Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.45M | Sell |
2,834
-250
| -8% | -$128K | 0.28% | 82 |
|
|
2023
Q2 | $1.41M | Buy |
3,084
+213
| +7% | +$97.6K | 0.23% | 97 |
|
|
2023
Q1 | $1.28M | Sell |
2,871
-38
| -1% | -$16.9K | 0.23% | 102 |
|
|
2022
Q4 | $1.13M | Buy |
2,909
+84
| +3% | +$32.7K | 0.2% | 106 |
|
|
2022
Q3 | $1.09M | Hold |
2,825
| – | – | 0.23% | 98 |
|
|
2022
Q2 | $1.09M | Buy |
2,825
+25
| +0.9% | +$9.64K | 0.22% | 102 |
|
|
2022
Q1 | $1.35M | Sell |
2,800
-30
| -1% | -$14.4K | 0.23% | 102 |
|
|
2021
Q4 | $1.82M | Buy |
2,830
+1,219
| +76% | +$784K | 0.32% | 73 |
|
|
2021
Q3 | $869K | Sell |
1,611
-79
| -5% | -$42.6K | 0.14% | 127 |
|
|
2021
Q2 | $828K | Buy |
1,690
+5
| +0.3% | +$2.45K | 0.13% | 132 |
|
|
2021
Q1 | $666K | Sell |
1,685
-35
| -2% | -$13.8K | 0.12% | 142 |
|
|
2020
Q4 | $653K | Sell |
1,720
-44
| -2% | -$16.7K | 0.1% | 132 |
|
|
2020
Q3 | $575K | Buy |
1,764
+225
| +15% | +$73.3K | 0.11% | 131 |
|
|
2020
Q2 | $456K | Buy |
1,539
+200
| +15% | +$59.3K | 0.09% | 143 |
|
|
2020
Q1 | $308K | Sell |
1,339
-34
| -2% | -$7.82K | 0.08% | 150 |
|
|
2019
Q4 | $360K | Sell |
1,373
-59
| -4% | -$15.5K | 0.08% | 162 |
|
|
2019
Q3 | $381K | Sell |
1,432
-2,940
| -67% | -$782K | 0.08% | 160 |
|
|
2019
Q2 | $1.14M | Buy |
4,372
+2,681
| +159% | +$701K | 0.24% | 78 |
|
|
2019
Q1 | $442K | Buy |
1,691
+142
| +9% | +$37.1K | 0.12% | 149 |
|
|
2018
Q4 | $305K | Sell |
1,549
-482
| -24% | -$94.9K | 0.09% | 170 |
|
|
2018
Q3 | $462K | Hold |
2,031
| – | – | 0.11% | 151 |
|
|
2018
Q2 | $415K | Sell |
2,031
-11
| -0.5% | -$2.25K | 0.11% | 153 |
|
|
2018
Q1 | $354K | Buy |
2,042
+11
| +0.5% | +$1.91K | 0.1% | 170 |
|
|
2017
Q4 | $320K | Sell |
2,031
-989
| -33% | -$156K | 0.08% | 178 |
|
|
2017
Q3 | $429K | Sell |
3,020
-99
| -3% | -$14.1K | 0.12% | 153 |
|
|
2017
Q2 | $414K | Hold |
3,119
| – | – | 0.12% | 149 |
|
|
2017
Q1 | $362K | Sell |
3,119
-397
| -11% | -$46.1K | 0.1% | 163 |
|
|
2016
Q4 | $403K | Buy |
3,516
+565
| +19% | +$64.8K | 0.13% | 141 |
|
|
2016
Q3 | $325K | Sell |
2,951
-39
| -1% | -$4.3K | 0.11% | 155 |
|
|
2016
Q2 | $334K | Buy |
2,990
+867
| +41% | +$96.8K | 0.12% | 145 |
|
|
2016
Q1 | $221K | Sell |
2,123
-690
| -25% | -$71.8K | 0.1% | 142 |
|
|
2015
Q4 | $271K | Buy |
2,813
+648
| +30% | +$62.4K | 0.12% | 135 |
|
|
2015
Q3 | $192K | Sell |
2,165
-1,500
| -41% | -$133K | 0.1% | 136 |
|
|
2015
Q2 | $369K | Hold |
3,665
| – | – | 0.2% | 86 |
|
|
2015
Q1 | $355K | Buy |
+3,665
| New | +$355K | 0.18% | 94 |
|