Telemus Capital’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.83M | Sell |
4,527
-14
| -0.3% | -$7.72K | 0.23% | 88 |
|
|
2023
Q3 | $2.32M | Sell |
4,541
-638
| -12% | -$323K | 0.21% | 97 |
|
|
2023
Q2 | $2.37M | Sell |
5,179
-383
| -7% | -$168K | 0.2% | 105 |
|
|
2023
Q1 | $2.48M | Buy |
5,562
+28
| +0.5% | +$11.5K | 0.22% | 102 |
|
|
2022
Q4 | $2.14M | Sell |
5,534
-12
| -0.2% | -$4.76K | 0.2% | 110 |
|
|
2022
Q3 | $2.15M | Sell |
5,546
-520
| -9% | -$225K | 0.22% | 97 |
|
|
2022
Q2 | $2.34M | Sell |
6,066
-401
| -6% | -$166K | 0.23% | 99 |
|
|
2022
Q1 | $3.11M | Sell |
6,467
-448
| -6% | -$229K | 0.27% | 85 |
|
|
2021
Q4 | $4.45M | Sell |
6,915
-589
| -8% | -$364K | 0.36% | 70 |
|
|
2021
Q3 | $4.05M | Buy |
7,504
+154
| +2% | +$83K | 0.34% | 75 |
|
|
2021
Q2 | $3.6M | Sell |
7,350
-319
| -4% | -$138K | 0.26% | 85 |
|
|
2021
Q1 | $3.08M | Buy |
7,669
+512
| +7% | +$197K | 0.21% | 95 |
|
|
2020
Q4 | $2.72M | Buy |
7,157
+154
| +2% | +$54.1K | 0.2% | 92 |
|
|
2020
Q3 | $2.39M | Sell |
7,003
-185
| -3% | -$57.9K | 0.18% | 101 |
|
|
2020
Q2 | $2.21M | Buy |
7,188
+47
| +0.7% | +$12.9K | 0.17% | 100 |
|
|
2020
Q1 | $2.07M | Buy |
7,141
+1,536
| +27% | +$416K | 0.17% | 108 |
|
|
2019
Q4 | $1.47M | Sell |
5,605
-96
| -2% | -$25.1K | 0.11% | 143 |
|
|
2019
Q3 | $1.52M | Buy |
5,701
+2,762
| +94% | +$760K | 0.12% | 137 |
|
|
2019
Q2 | $775K | Sell |
2,939
-489
| -14% | -$124K | 0.07% | 191 |
|
|
2019
Q1 | $896K | Sell |
3,428
-1,430
| -29% | -$330K | 0.07% | 207 |
|
|
2018
Q4 | $956K | Buy |
4,858
+44
| +0.9% | +$9.15K | 0.08% | 189 |
|
|
2018
Q3 | $1.09M | Sell |
4,814
-180
| -4% | -$38.7K | 0.08% | 188 |
|
|
2018
Q2 | $1.02M | Sell |
4,994
-226
| -4% | -$43.3K | 0.08% | 198 |
|
|
2018
Q1 | $905K | Sell |
5,220
-151
| -3% | -$25.4K | 0.07% | 210 |
|
|
2017
Q4 | $848K | Buy |
+5,371
| New | +$819K | 0.07% | 220 |
|
|
2017
Q3 | – | Sell |
-1,679
| Closed | -$223K | – | 337 |
|
|
2017
Q2 | $223K | Buy |
+1,679
| New | +$218K | 0.02% | 328 |
|
|
2016
Q3 | – | Sell |
-1,805
| Closed | -$201K | – | 349 |
|
|
2016
Q2 | $201K | Buy |
+1,805
| New | +$189K | 0.02% | 329 |
|