Sustainable Insight Capital 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 | – | Sell |
-474
| Closed | -$294K | – | 81 |
|
|
2024
Q3 | $294K | Buy |
+474
| New | +$294K | 0.13% | 64 |
|
|
2024
Q2 | – | Sell |
-634
| Closed | -$412K | – | 82 |
|
|
2024
Q1 | $412K | Buy |
634
+100
| +19% | +$65K | 0.3% | 44 |
|
|
2023
Q4 | $334K | Buy |
534
+129
| +32% | +$80.6K | 0.27% | 43 |
|
|
2023
Q3 | $207K | Buy |
+405
| New | +$207K | 0.2% | 50 |
|
|
2023
Q2 | – | Sell |
-690
| Closed | -$308K | – | 75 |
|
|
2023
Q1 | $308K | Sell |
690
-415
| -38% | -$185K | 0.31% | 61 |
|
|
2022
Q4 | $430K | Sell |
1,105
-81
| -7% | -$31.5K | 0.48% | 51 |
|
|
2022
Q3 | $459K | Sell |
1,186
-370
| -24% | -$143K | 0.54% | 47 |
|
|
2022
Q2 | $660K | Sell |
1,556
-69
| -4% | -$29.3K | 0.66% | 40 |
|
|
2022
Q1 | $781K | Buy |
1,625
+798
| +96% | +$384K | 0.56% | 33 |
|
|
2021
Q4 | $532K | Buy |
827
+272
| +49% | +$175K | 0.29% | 45 |
|
|
2021
Q3 | $299K | Sell |
555
-26
| -4% | -$14K | 0.19% | 76 |
|
|
2021
Q2 | $285K | Buy |
581
+17
| +3% | +$8.34K | 0.17% | 94 |
|
|
2021
Q1 | $216K | Sell |
564
-100
| -15% | -$38.3K | 0.14% | 106 |
|
|
2020
Q4 | $252K | Buy |
+664
| New | +$252K | 0.17% | 86 |
|
|
2020
Q1 | $218K | Buy |
+947
| New | +$218K | 0.3% | 58 |
|