SWA
Sutton Wealth Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $62.3K | Buy |
122
+18
| +17% | +$9.2K | 0.03% | 206 |
|
|
2023
Q2 | $47.7K | Sell |
104
-2
| -2% | -$916 | 0.02% | 231 |
|
|
2023
Q1 | $47.3K | Sell |
106
-141
| -57% | -$62.9K | 0.03% | 207 |
|
|
2022
Q4 | $96.1K | Buy |
247
+19
| +8% | +$7.4K | 0.04% | 255 |
|
|
2022
Q3 | $88.3K | Buy |
228
+34
| +18% | +$13.2K | 0.04% | 265 |
|
|
2022
Q2 | $74.8K | Sell |
194
-14
| -7% | -$5.4K | 0.03% | 285 |
|
|
2022
Q1 | $100K | Buy |
208
+16
| +8% | +$7.69K | 0.03% | 248 |
|
|
2021
Q4 | $123K | Hold |
192
| – | – | 0.04% | 230 |
|
|
2021
Q3 | $104K | Buy |
192
+2
| +1% | +$1.08K | 0.04% | 244 |
|
|
2021
Q2 | $93.1K | Hold |
190
| – | – | 0.03% | 261 |
|
|
2021
Q1 | $72.8K | Buy |
190
+7
| +4% | +$2.68K | 0.03% | 296 |
|
|
2020
Q4 | $69.5K | Buy |
183
+6
| +3% | +$2.28K | 0.03% | 281 |
|
|
2020
Q3 | $57.7K | Hold |
177
| – | – | 0.03% | 278 |
|
|
2020
Q2 | $52.4K | Buy |
177
+3
| +2% | +$889 | 0.03% | 293 |
|
|
2020
Q1 | $40K | Buy |
174
+10
| +6% | +$2.3K | 0.03% | 312 |
|
|
2019
Q4 | $43K | Hold |
164
| – | – | 0.02% | 350 |
|
|
2019
Q3 | $43.6K | Hold |
164
| – | – | 0.02% | 338 |
|
|
2019
Q2 | $42.9K | Buy |
164
+5
| +3% | +$1.31K | 0.02% | 337 |
|
|
2019
Q1 | $41.6K | Buy |
159
+3
| +2% | +$784 | 0.02% | 344 |
|
|
2018
Q4 | $30.7K | Hold |
156
| – | – | 0.02% | 387 |
|
|
2018
Q3 | $35.5K | Hold |
156
| – | – | 0.02% | 383 |
|
|
2018
Q2 | $31.9K | Hold |
156
| – | – | 0.02% | 412 |
|
|
2018
Q1 | $27K | Buy |
156
+5
| +3% | +$867 | 0.02% | 454 |
|
|
2017
Q4 | $23.8K | Sell |
151
-16
| -10% | -$2.53K | 0.02% | 497 |
|
|
2017
Q3 | $23.7K | Hold |
167
| – | – | 0.02% | 487 |
|
|
2017
Q2 | $22.2K | Buy |
167
+3
| +2% | +$398 | 0.02% | 482 |
|
|
2017
Q1 | $19K | Hold |
164
| – | – | 0.02% | 531 |
|
|
2016
Q4 | $18.8K | Hold |
164
| – | – | 0.02% | 517 |
|
|
2016
Q3 | $18K | Hold |
164
| – | – | 0.02% | 487 |
|
|
2016
Q2 | $18.3K | Hold |
164
| – | – | 0.02% | 468 |
|
|
2016
Q1 | $17.1K | Buy |
+164
| New | +$17.1K | 0.02% | 477 |
|