SBSB
Sullivan, Bruyette, Speros & Blaney’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-388
| Closed | -$115K | – | 363 |
|
|
2020
Q2 | $115K | Sell |
388
-1,405
| -78% | -$416K | 0.01% | 307 |
|
|
2020
Q1 | $412K | Hold |
1,793
| – | – | 0.03% | 136 |
|
|
2019
Q4 | $470K | Buy |
1,793
+13
| +0.7% | +$3.41K | 0.03% | 148 |
|
|
2019
Q3 | $473K | Hold |
1,780
| – | – | 0.03% | 136 |
|
|
2019
Q2 | $465K | Buy |
1,780
+320
| +22% | +$83.6K | 0.03% | 134 |
|
|
2019
Q1 | $382K | Buy |
1,460
+417
| +40% | +$109K | 0.02% | 146 |
|
|
2018
Q4 | $205K | Hold |
1,043
| – | – | 0.01% | 184 |
|
|
2018
Q3 | $237K | Buy |
1,043
+2
| +0.2% | +$454 | 0.02% | 151 |
|
|
2018
Q2 | $213K | Buy |
+1,041
| New | +$213K | 0.02% | 156 |
|