Sonora Investment Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $334K | Hold |
620
| – | – | 0.04% | 157 |
|
|
2021
Q2 | $304K | Sell |
620
-4
| -0.6% | -$1.96K | 0.04% | 161 |
|
|
2021
Q1 | $239K | Buy |
624
+24
| +4% | +$9.19K | 0.02% | 275 |
|
|
2020
Q4 | $228K | Sell |
600
-29
| -5% | -$11K | 0.02% | 282 |
|
|
2020
Q3 | $205K | Hold |
629
| – | – | 0.02% | 267 |
|
|
2020
Q2 | $186K | Buy |
629
+29
| +5% | +$8.58K | 0.02% | 249 |
|
|
2020
Q1 | $138K | Hold |
600
| – | – | 0.02% | 265 |
|
|
2019
Q4 | $157K | Hold |
600
| – | – | 0.01% | 272 |
|
|
2019
Q3 | $160K | Hold |
600
| – | – | 0.02% | 262 |
|
|
2019
Q2 | $157K | Hold |
600
| – | – | 0.02% | 263 |
|
|
2019
Q1 | $157K | Hold |
600
| – | – | 0.02% | 251 |
|
|
2018
Q4 | $118K | Buy |
+600
| New | +$118K | 0.02% | 268 |
|
|
2015
Q4 | – | Sell |
-31
| Closed | -$3K | – | 961 |
|
|
2015
Q3 | $3K | Buy |
+31
| New | +$3K | ﹤0.01% | 886 |
|