SAM
Security Asset Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.38M | Sell |
3,096
-1,480
| -32% | -$660K | 0.81% | 38 |
|
|
2022
Q4 | $1.78M | Sell |
4,576
-50
| -1% | -$19.5K | 0.99% | 37 |
|
|
2022
Q3 | $1.79M | Buy |
4,626
+125
| +3% | +$48.4K | 1.08% | 37 |
|
|
2022
Q2 | $1.74M | Buy |
4,501
+290
| +7% | +$112K | 0.95% | 37 |
|
|
2022
Q1 | $2.03M | Buy |
+4,211
| New | +$2.03M | 0.87% | 44 |
|