Symmetry 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 |
-752
| Closed | -$494K | – | 291 |
|
|
2024
Q2 | $494K | Sell |
752
-194
| -21% | -$127K | 0.03% | 288 |
|
|
2024
Q1 | $615K | Hold |
946
| – | – | 0.05% | 261 |
|
|
2023
Q4 | $594K | Sell |
946
-93
| -9% | -$58.4K | 0.03% | 246 |
|
|
2023
Q3 | $531K | Hold |
1,039
| – | – | 0.03% | 291 |
|
|
2023
Q2 | $476K | Hold |
1,039
| – | – | 0.03% | 351 |
|
|
2023
Q1 | $463K | Sell |
1,039
-716
| -41% | -$319K | 0.03% | 350 |
|
|
2022
Q4 | $683K | Sell |
1,755
-574
| -25% | -$223K | 0.04% | 241 |
|
|
2022
Q3 | $902K | Sell |
2,329
-29
| -1% | -$11.2K | 0.06% | 187 |
|
|
2022
Q2 | $909K | Sell |
2,358
-118
| -5% | -$45.5K | 0.06% | 188 |
|
|
2022
Q1 | $1.19M | Hold |
2,476
| – | – | 0.07% | 167 |
|
|
2021
Q4 | $1.59M | Hold |
2,476
| – | – | 0.1% | 126 |
|
|
2021
Q3 | $1.32M | Hold |
2,476
| – | – | 0.09% | 158 |
|
|
2021
Q2 | $1.21M | Hold |
2,476
| – | – | 0.08% | 181 |
|
|
2021
Q1 | $948K | Sell |
2,476
-253
| -9% | -$96.9K | 0.07% | 210 |
|
|
2020
Q4 | $1.04M | Buy |
2,729
+18
| +0.7% | +$6.84K | 0.08% | 174 |
|
|
2020
Q3 | $884K | Buy |
2,711
+1,902
| +235% | +$620K | 0.08% | 191 |
|
|
2020
Q2 | $240K | Buy |
+809
| New | +$240K | 0.03% | 266 |
|
|
2020
Q1 | – | Sell |
-3,170
| Closed | -$830K | – | 320 |
|
|
2019
Q4 | $830K | Sell |
3,170
-1,187
| -27% | -$311K | 0.17% | 73 |
|
|
2019
Q3 | $1.16M | Hold |
4,357
| – | – | 0.24% | 55 |
|
|
2019
Q2 | $1.14M | Sell |
4,357
-503
| -10% | -$131K | 0.23% | 62 |
|
|
2019
Q1 | $1.27M | Buy |
4,860
+679
| +16% | +$177K | 0.22% | 60 |
|
|
2018
Q4 | $823K | Buy |
+4,181
| New | +$823K | 0.21% | 67 |
|