Sargent Bickham Lagudis’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.95M | Sell |
7,570
-1,124
| -13% | -$437K | 0.24% | 79 |
|
|
2022
Q3 | $3.37M | Buy |
8,694
+1,386
| +19% | +$537K | 0.3% | 71 |
|
|
2022
Q2 | $2.82M | Buy |
7,308
+149
| +2% | +$57.4K | 0.24% | 94 |
|
|
2022
Q1 | $3.44M | Buy |
7,159
+604
| +9% | +$290K | 0.27% | 77 |
|
|
2021
Q4 | $4.22M | Sell |
6,555
-149
| -2% | -$95.8K | 0.32% | 71 |
|
|
2021
Q3 | $3.62M | Sell |
6,704
-138
| -2% | -$74.5K | 0.29% | 76 |
|
|
2021
Q2 | $3.35M | Buy |
6,842
+917
| +15% | +$450K | 0.27% | 75 |
|
|
2021
Q1 | $2.27M | Buy |
5,925
+5,320
| +879% | +$2.04M | 0.2% | 93 |
|
|
2020
Q4 | $230K | Hold |
605
| – | – | 0.02% | 217 |
|
|
2020
Q3 | $197K | Sell |
605
-29
| -5% | -$9.44K | 0.02% | 218 |
|
|
2020
Q2 | $188K | Hold |
634
| – | – | 0.02% | 208 |
|
|
2020
Q1 | $146K | Buy |
634
+550
| +655% | +$127K | 0.02% | 218 |
|
|
2019
Q4 | $22K | Hold |
84
| – | – | ﹤0.01% | 509 |
|
|
2019
Q3 | $22K | Sell |
84
-65
| -44% | -$17K | ﹤0.01% | 463 |
|
|
2019
Q2 | $39K | Buy |
149
+65
| +77% | +$17K | ﹤0.01% | 400 |
|
|
2019
Q1 | $22K | Hold |
84
| – | – | ﹤0.01% | 500 |
|
|
2018
Q4 | $17K | Hold |
84
| – | – | ﹤0.01% | 513 |
|
|
2018
Q3 | $19K | Hold |
84
| – | – | ﹤0.01% | 509 |
|
|
2018
Q2 | $17K | Hold |
84
| – | – | ﹤0.01% | 518 |
|
|
2018
Q1 | $15K | Hold |
84
| – | – | ﹤0.01% | 526 |
|
|
2017
Q4 | $13K | Hold |
84
| – | – | ﹤0.01% | 566 |
|
|
2017
Q3 | $12K | Hold |
84
| – | – | ﹤0.01% | 579 |
|
|
2017
Q2 | $11K | Hold |
84
| – | – | ﹤0.01% | 559 |
|
|
2017
Q1 | $10K | Sell |
84
-86
| -51% | -$10.2K | ﹤0.01% | 596 |
|
|
2016
Q4 | $19K | Hold |
170
| – | – | ﹤0.01% | 466 |
|
|
2016
Q3 | $19 | Sell |
170
-15
| -8% | -$2 | ﹤0.01% | 483 |
|
|
2016
Q2 | $21K | Buy |
185
+15
| +9% | +$1.7K | ﹤0.01% | 453 |
|
|
2016
Q1 | $18K | Buy |
+170
| New | +$18K | ﹤0.01% | 487 |
|