Sugarloaf Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.51K | Hold |
4
| – | – | ﹤0.01% | 620 |
|
|
2024
Q3 | $2.48K | Hold |
4
| – | – | ﹤0.01% | 608 |
|
|
2024
Q2 | $2.63K | Hold |
4
| – | – | ﹤0.01% | 572 |
|
|
2024
Q1 | $2.6K | Hold |
4
| – | – | ﹤0.01% | 581 |
|
|
2023
Q4 | $2.5K | Hold |
4
| – | – | ﹤0.01% | 590 |
|
|
2023
Q3 | $2.04K | Sell |
4
-2
| -33% | -$1.02K | ﹤0.01% | 601 |
|
|
2023
Q2 | $2.75K | Hold |
6
| – | – | ﹤0.01% | 595 |
|
|
2023
Q1 | $2.69K | Sell |
6
-86
| -93% | -$38.5K | ﹤0.01% | 596 |
|
|
2022
Q4 | $35.8K | Buy |
92
+88
| +2,200% | +$34.3K | 0.01% | 331 |
|
|
2022
Q3 | $2K | Hold |
4
| – | – | ﹤0.01% | 707 |
|
|
2022
Q2 | $2K | Hold |
4
| – | – | ﹤0.01% | 690 |
|
|
2022
Q1 | $2K | Hold |
4
| – | – | ﹤0.01% | 638 |
|
|
2021
Q4 | $3K | Hold |
4
| – | – | ﹤0.01% | 635 |
|
|
2021
Q3 | $2K | Hold |
4
| – | – | ﹤0.01% | 675 |
|
|
2021
Q2 | $2K | Hold |
4
| – | – | ﹤0.01% | 670 |
|
|
2021
Q1 | $2 | Hold |
4
| – | – | ﹤0.01% | 672 |
|
|
2020
Q4 | $2K | Hold |
4
| – | – | ﹤0.01% | 637 |
|
|
2020
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 639 |
|
|
2020
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 638 |
|
|
2020
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 651 |
|
|
2019
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 669 |
|