Tarbox Family Office’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-122
| Closed | -$59K | – | 544 |
|
|
2022
Q1 | $59K | Sell |
122
-533
| -81% | -$258K | 0.01% | 159 |
|
|
2021
Q4 | $421K | Buy |
655
+3
| +0.5% | +$1.93K | 0.07% | 87 |
|
|
2021
Q3 | $352K | Hold |
652
| – | – | 0.06% | 102 |
|
|
2021
Q2 | $320K | Buy |
652
+3
| +0.5% | +$1.47K | 0.06% | 116 |
|
|
2021
Q1 | $249K | Hold |
649
| – | – | 0.05% | 113 |
|
|
2020
Q4 | $247K | Buy |
649
+18
| +3% | +$6.85K | 0.05% | 113 |
|
|
2020
Q3 | $206K | Buy |
631
+2
| +0.3% | +$653 | 0.05% | 112 |
|
|
2020
Q2 | $186K | Sell |
629
-10
| -2% | -$2.96K | 0.05% | 118 |
|
|
2020
Q1 | $147K | Buy |
639
+9
| +1% | +$2.07K | 0.05% | 122 |
|
|
2019
Q4 | $165K | Buy |
630
+501
| +388% | +$131K | 0.05% | 116 |
|
|
2019
Q3 | $34K | Hold |
129
| – | – | 0.01% | 184 |
|
|
2019
Q2 | $34K | Buy |
129
+22
| +21% | +$5.8K | 0.01% | 182 |
|
|
2019
Q1 | $28K | Hold |
107
| – | – | 0.01% | 186 |
|
|
2018
Q4 | $21K | Buy |
107
+3
| +3% | +$589 | 0.01% | 217 |
|
|
2018
Q3 | $24K | Sell |
104
-4
| -4% | -$923 | 0.01% | 219 |
|
|
2018
Q2 | $22K | Hold |
108
| – | – | 0.01% | 225 |
|
|
2018
Q1 | $19K | Hold |
108
| – | – | 0.01% | 246 |
|
|
2017
Q4 | $17K | Hold |
108
| – | – | 0.01% | 255 |
|
|
2017
Q3 | $15K | Buy |
108
+11
| +11% | +$1.53K | 0.01% | 260 |
|
|
2017
Q2 | $13K | Hold |
97
| – | – | 0.01% | 261 |
|
|
2017
Q1 | $11K | Hold |
97
| – | – | 0.01% | 278 |
|
|
2016
Q4 | $11K | Hold |
97
| – | – | 0.01% | 244 |
|
|
2016
Q3 | $11K | Hold |
97
| – | – | 0.01% | 235 |
|
|
2016
Q2 | $11K | Hold |
97
| – | – | 0.01% | 237 |
|
|
2016
Q1 | $10K | Buy |
97
+23
| +31% | +$2.37K | 0.01% | 245 |
|
|
2015
Q4 | $7K | Hold |
74
| – | – | 0.01% | 273 |
|
|
2015
Q3 | $7K | Sell |
74
-5
| -6% | -$473 | 0.01% | 276 |
|
|
2015
Q2 | $8K | Hold |
79
| – | – | 0.01% | 258 |
|
|
2015
Q1 | $8K | Buy |
79
+5
| +7% | +$506 | 0.01% | 270 |
|
|
2014
Q4 | $7K | Hold |
74
| – | – | 0.01% | 285 |
|
|
2014
Q3 | $6K | Buy |
74
+7
| +10% | +$568 | 0.01% | 299 |
|
|
2014
Q2 | $5K | Hold |
67
| – | – | ﹤0.01% | 304 |
|
|
2014
Q1 | $5K | Hold |
67
| – | – | ﹤0.01% | 323 |
|
|
2013
Q4 | $5K | Buy |
+67
| New | +$5K | ﹤0.01% | 365 |
|