Semus Wealth Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-355
| Closed | -$233K | – | 127 |
|
|
2024
Q2 | $233K | Sell |
355
-44
| -11% | -$28.9K | 0.18% | 96 |
|
|
2024
Q1 | $259K | Sell |
399
-11
| -3% | -$7.15K | 0.22% | 102 |
|
|
2023
Q4 | $256K | Sell |
410
-20
| -5% | -$12.5K | 0.21% | 97 |
|
|
2023
Q3 | $220K | Buy |
+430
| New | +$220K | 0.2% | 102 |
|