San Francisco Sentry Investment Group’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $123K | Sell |
250
-200
| -44% | -$98.4K | 0.06% | 252 |
|
|
2021
Q1 | $172K | Hold |
450
| – | – | 0.07% | 243 |
|
|
2020
Q4 | $171K | Hold |
450
| – | – | 0.08% | 219 |
|
|
2020
Q3 | $146K | Sell |
450
-100
| -18% | -$32.4K | 0.07% | 219 |
|
|
2020
Q2 | $163K | Sell |
550
-441
| -45% | -$131K | 0.09% | 201 |
|
|
2020
Q1 | $228K | Sell |
991
-180
| -15% | -$41.4K | 0.14% | 138 |
|
|
2019
Q4 | $307K | Buy |
1,171
+900
| +332% | +$236K | 0.14% | 159 |
|
|
2019
Q3 | $72K | Sell |
271
-33
| -11% | -$8.77K | 0.03% | 318 |
|
|
2019
Q2 | $79K | Sell |
304
-46
| -13% | -$12K | 0.04% | 308 |
|
|
2019
Q1 | $91K | Sell |
350
-1
| -0.3% | -$260 | 0.04% | 314 |
|
|
2018
Q4 | $69K | Buy |
351
+15
| +4% | +$2.95K | 0.03% | 323 |
|
|
2018
Q3 | $76K | Buy |
336
+24
| +8% | +$5.43K | 0.03% | 340 |
|
|
2018
Q2 | $64K | Hold |
312
| – | – | 0.03% | 365 |
|
|
2018
Q1 | $54K | Sell |
312
-1
| -0.3% | -$173 | 0.02% | 449 |
|
|
2017
Q4 | $49K | Hold |
313
| – | – | 0.01% | 452 |
|
|
2017
Q3 | $44K | Hold |
313
| – | – | 0.01% | 454 |
|
|
2017
Q2 | $42K | Buy |
+313
| New | +$42K | 0.02% | 372 |
|