SWS Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-101
| Closed | -$66.7K | – | 198 |
|
2024
Q2 | $66.7K | Buy |
+101
| New | +$66.7K | 0.02% | 147 |
|
2022
Q2 | – | Sell |
-100
| Closed | -$48K | – | 96 |
|
2022
Q1 | $48K | Buy |
+100
| New | +$48K | 0.03% | 85 |
|
2018
Q2 | – | Sell |
-305
| Closed | -$52K | – | 201 |
|
2018
Q1 | $52K | Buy |
+305
| New | +$52K | 0.04% | 141 |
|