SIM
Spark Investment Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-25,000
| Closed | -$5.69M | – | 725 |
|
|
2018
Q3 | $5.69M | Hold |
25,000
| – | – | 0.33% | 94 |
|
|
2018
Q2 | $5.11M | Buy |
25,000
+8,087
| +48% | +$1.65M | 0.3% | 103 |
|
|
2018
Q1 | $2.93M | Buy |
+16,913
| New | +$2.93M | 0.19% | 174 |
|
|
2017
Q4 | – | Sell |
-29,400
| Closed | -$4.18M | – | 750 |
|
|
2017
Q3 | $4.18M | Sell |
29,400
-12,300
| -29% | -$1.75M | 0.22% | 159 |
|
|
2017
Q2 | $5.54M | Hold |
41,700
| – | – | 0.34% | 80 |
|
|
2017
Q1 | $4.84M | Buy |
+41,700
| New | +$4.84M | 0.31% | 85 |
|
|
2015
Q4 | – | Sell |
-26,800
| Closed | -$2.38M | – | 795 |
|
|
2015
Q3 | $2.38M | Hold |
26,800
| – | – | 0.31% | 87 |
|
|
2015
Q2 | $2.7M | Hold |
26,800
| – | – | 0.38% | 70 |
|
|
2015
Q1 | $2.6M | Sell |
26,800
-9,300
| -26% | -$902K | 0.36% | 68 |
|
|
2014
Q4 | $3.33M | Sell |
36,100
-46,000
| -56% | -$4.24M | 0.56% | 31 |
|
|
2014
Q3 | $7.2M | Hold |
82,100
| – | – | 1.08% | 3 |
|
|
2014
Q2 | $6.61M | Buy |
82,100
+47,300
| +136% | +$3.81M | 0.98% | 4 |
|
|
2014
Q1 | $2.7M | Buy |
34,800
+10,100
| +41% | +$785K | 0.42% | 54 |
|
|
2013
Q4 | $1.88M | Hold |
24,700
| – | – | 0.33% | 84 |
|
|
2013
Q3 | $1.64M | Hold |
24,700
| – | – | 0.37% | 66 |
|
|
2013
Q2 | $1.51M | Buy |
+24,700
| New | +$1.51M | 0.4% | 66 |
|