Summit Financial Group’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $261K | Hold |
401
| – | – | 0.09% | 172 |
|
|
2023
Q4 | $251K | Hold |
401
| – | – | 0.1% | 168 |
|
|
2023
Q3 | $205K | Buy |
+401
| New | +$205K | 0.09% | 177 |
|
|
2022
Q1 | – | Sell |
-457
| Closed | -$294K | – | 215 |
|
|
2021
Q4 | $294K | Hold |
457
| – | – | 0.1% | 181 |
|
|
2021
Q3 | $247K | Hold |
457
| – | – | 0.09% | 189 |
|
|
2021
Q2 | $224K | Buy |
+457
| New | +$224K | 0.08% | 189 |
|