Simplicity Solutions’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.21M | Buy |
5,138
+423
| +9% | +$264K | 0.09% | 208 |
|
|
2023
Q3 | $2.41M | Sell |
4,715
-489
| -9% | -$250K | 0.08% | 232 |
|
|
2023
Q2 | $2.38M | Buy |
5,204
+8
| +0.2% | +$3.67K | 0.07% | 268 |
|
|
2023
Q1 | $2.32M | Buy |
5,196
+3,161
| +155% | +$1.41M | 0.06% | 280 |
|
|
2022
Q4 | $792K | Sell |
2,035
-16
| -0.8% | -$6.23K | 0.11% | 242 |
|
|
2022
Q3 | $794K | Buy |
2,051
+402
| +24% | +$156K | 0.12% | 223 |
|
|
2022
Q2 | $635K | Buy |
1,649
+397
| +32% | +$153K | 0.08% | 261 |
|
|
2022
Q1 | $602K | Sell |
1,252
-1,242
| -50% | -$597K | 0.07% | 273 |
|
|
2021
Q4 | $1.6M | Buy |
2,494
+1,381
| +124% | +$888K | 0.18% | 151 |
|
|
2021
Q3 | $601K | Buy |
1,113
+147
| +15% | +$79.4K | 0.09% | 249 |
|
|
2021
Q2 | $474K | Buy |
966
+135
| +16% | +$66.2K | 0.09% | 238 |
|
|
2021
Q1 | $318K | Sell |
831
-14,843
| -95% | -$5.68M | 0.07% | 313 |
|
|
2020
Q4 | $5.95M | Buy |
15,674
+1,168
| +8% | +$444K | 0.09% | 206 |
|
|
2020
Q3 | $4.73M | Buy |
14,506
+479
| +3% | +$156K | 0.09% | 200 |
|
|
2020
Q2 | $4.16M | Buy |
14,027
+7,485
| +114% | +$2.22M | 0.08% | 197 |
|
|
2020
Q1 | $1.51M | Sell |
6,542
-303
| -4% | -$69.7K | 0.05% | 263 |
|
|
2019
Q4 | $1.79M | Buy |
6,845
+2,549
| +59% | +$668K | 0.05% | 262 |
|
|
2019
Q3 | $1.14M | Buy |
4,296
+271
| +7% | +$72.1K | 0.05% | 267 |
|
|
2019
Q2 | $1.05M | Buy |
4,025
+725
| +22% | +$189K | 0.05% | 247 |
|
|
2019
Q1 | $863K | Buy |
3,300
+1,952
| +145% | +$510K | 0.05% | 274 |
|
|
2018
Q4 | $265K | Sell |
1,348
-6
| -0.4% | -$1.18K | 0.03% | 482 |
|
|
2018
Q3 | $308K | Sell |
1,354
-110
| -8% | -$25K | 0.02% | 371 |
|
|
2018
Q2 | $299K | Buy |
+1,464
| New | +$299K | 0.02% | 364 |
|
|
2017
Q1 | – | Sell |
-1,759
| Closed | -$202K | – | 402 |
|
|
2016
Q4 | $202K | Sell |
1,759
-415
| -19% | -$47.7K | 0.05% | 326 |
|
|
2016
Q3 | $239K | Buy |
+2,174
| New | +$239K | 0.12% | 218 |
|
|
2016
Q1 | – | Sell |
-11,542
| Closed | -$1.11M | – | 343 |
|
|
2015
Q4 | $1.11M | Buy |
+11,542
| New | +$1.11M | 0.13% | 216 |
|