Smith & Howard Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-3,938
| Closed | -$410K | – | 50 |
|
|
2016
Q1 | $410K | Buy |
3,938
+261
| +7% | +$27.2K | 0.17% | 36 |
|
|
2015
Q4 | $355K | Hold |
3,677
| – | – | 0.17% | 40 |
|
|
2015
Q3 | $326K | Hold |
3,677
| – | – | 0.16% | 33 |
|
|
2015
Q2 | $371K | Hold |
3,677
| – | – | 0.16% | 35 |
|
|
2015
Q1 | $357K | Buy |
+3,677
| New | +$357K | 0.15% | 36 |
|
|
2014
Q1 | – | Sell |
-597
| Closed | -$46K | – | 124 |
|
|
2013
Q4 | $46K | Hold |
597
| – | – | 0.03% | 111 |
|
|
2013
Q3 | $40K | Sell |
597
-93
| -13% | -$6.23K | 0.02% | 121 |
|
|
2013
Q2 | $42K | Buy |
+690
| New | +$42K | 0.03% | 102 |
|