Signature Financial Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,780
| Closed | -$405K | – | 149 |
|
|
2018
Q3 | $405K | Hold |
1,780
| – | – | 0.07% | 100 |
|
|
2018
Q2 | $364K | Hold |
1,780
| – | – | 0.08% | 104 |
|
|
2018
Q1 | $309K | Buy |
+1,780
| New | +$309K | 0.06% | 117 |
|
|
2017
Q4 | – | Sell |
-2,222
| Closed | -$316K | – | 133 |
|
|
2017
Q3 | $316K | Hold |
2,222
| – | – | 0.1% | 113 |
|
|
2017
Q2 | $295K | Hold |
2,222
| – | – | 0.09% | 114 |
|
|
2017
Q1 | $257K | Sell |
2,222
-620
| -22% | -$71.7K | 0.08% | 125 |
|
|
2016
Q4 | $326K | Hold |
2,842
| – | – | 0.12% | 98 |
|
|
2016
Q3 | $313K | Hold |
2,842
| – | – | 0.13% | 96 |
|
|
2016
Q2 | $317K | Hold |
2,842
| – | – | 0.15% | 84 |
|
|
2016
Q1 | $296K | Buy |
2,842
+267
| +10% | +$27.8K | 0.14% | 90 |
|
|
2015
Q4 | $249K | Buy |
+2,575
| New | +$249K | 0.12% | 96 |
|
|
2015
Q3 | – | Sell |
-2,120
| Closed | -$214K | – | 106 |
|
|
2015
Q2 | $214K | Hold |
2,120
| – | – | 0.14% | 90 |
|
|
2015
Q1 | $206K | Buy |
+2,120
| New | +$206K | 0.13% | 91 |
|
|
2014
Q4 | – | Sell |
-2,610
| Closed | -$229K | – | 91 |
|
|
2014
Q3 | $229K | Hold |
2,610
| – | – | 0.16% | 80 |
|
|
2014
Q2 | $210K | Buy |
+2,610
| New | +$210K | 0.16% | 81 |
|