Stonebridge Capital Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-21
| Closed | -$10.7K | – | 508 |
|
|
2023
Q3 | $10.7K | Sell |
21
-5
| -19% | -$2.56K | ﹤0.01% | 597 |
|
|
2023
Q2 | $11.9K | Hold |
26
| – | – | ﹤0.01% | 589 |
|
|
2023
Q1 | $11.6K | Hold |
26
| – | – | ﹤0.01% | 589 |
|
|
2022
Q4 | $10.1K | Hold |
26
| – | – | ﹤0.01% | 594 |
|
|
2022
Q3 | $10K | Buy |
26
+9
| +53% | +$3.46K | ﹤0.01% | 575 |
|
|
2022
Q2 | $7K | Sell |
17
-69
| -80% | -$28.4K | ﹤0.01% | 658 |
|
|
2022
Q1 | $41K | Sell |
86
-13
| -13% | -$6.2K | ﹤0.01% | 414 |
|
|
2021
Q4 | $64K | Buy |
99
+13
| +15% | +$8.4K | 0.01% | 335 |
|
|
2021
Q3 | $46K | Sell |
86
-82
| -49% | -$43.9K | 0.01% | 360 |
|
|
2021
Q2 | $73K | Buy |
168
+84
| +100% | +$36.5K | ﹤0.01% | 392 |
|
|
2021
Q1 | $32K | Buy |
+84
| New | +$32K | ﹤0.01% | 424 |
|
|
2020
Q3 | – | Sell |
-17
| Closed | -$5K | – | 433 |
|
|
2020
Q2 | $5K | Hold |
17
| – | – | ﹤0.01% | 564 |
|
|
2020
Q1 | $4K | Sell |
17
-14
| -45% | -$3.29K | ﹤0.01% | 574 |
|
|
2019
Q4 | $8K | Buy |
31
+14
| +82% | +$3.61K | ﹤0.01% | 583 |
|
|
2019
Q3 | $5K | Buy |
+17
| New | +$5K | ﹤0.01% | 619 |
|