Santa Fe Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-20,560
| Closed | -$1.98M | – | 152 |
|
|
2015
Q4 | $1.98M | Buy |
+20,560
| New | +$1.98M | 0.33% | 121 |
|
|
2015
Q3 | – | Sell |
-36,482
| Closed | -$3.68M | – | 518 |
|
|
2015
Q2 | $3.68M | Buy |
36,482
+17,007
| +87% | +$1.71M | 0.5% | 26 |
|
|
2015
Q1 | $1.89M | Sell |
19,475
-9,755
| -33% | -$946K | 0.23% | 199 |
|
|
2014
Q4 | $2.69M | Buy |
+29,230
| New | +$2.69M | 0.34% | 100 |
|
|
2014
Q3 | – | Sell |
-41,653
| Closed | -$3.35M | – | 545 |
|
|
2014
Q2 | $3.35M | Sell |
41,653
-3,301
| -7% | -$266K | 0.5% | 25 |
|
|
2014
Q1 | $3.49M | Buy |
+44,954
| New | +$3.49M | 0.5% | 54 |
|
|
2013
Q3 | – | Sell |
-32,099
| Closed | -$1.96M | – | 525 |
|
|
2013
Q2 | $1.96M | Buy |
+32,099
| New | +$1.96M | 0.4% | 65 |
|