Smith Shellnut Wilson’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-2,057
| Closed | -$325K | – | 132 |
|
|
2017
Q4 | $325K | Hold |
2,057
| – | – | 0.28% | 77 |
|
|
2017
Q3 | $292K | Sell |
2,057
-1,435
| -41% | -$204K | 0.26% | 84 |
|
|
2017
Q2 | $390K | Sell |
3,492
-152
| -4% | -$17K | 0.4% | 48 |
|
|
2017
Q1 | $423K | Hold |
3,644
| – | – | 0.39% | 54 |
|
|
2016
Q4 | $418K | Buy |
+3,644
| New | +$418K | 0.4% | 50 |
|