Thomas White International’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $873K | Buy |
1,906
+638
| +50% | +$292K | 0.18% | 138 |
|
|
2023
Q1 | $565K | Buy |
1,268
+1,258
| +12,580% | +$561K | 0.12% | 159 |
|
|
2022
Q4 | $3.89K | Hold |
10
| – | – | ﹤0.01% | 273 |
|
|
2022
Q3 | $4K | Hold |
10
| – | – | ﹤0.01% | 279 |
|
|
2022
Q2 | $4K | Hold |
10
| – | – | ﹤0.01% | 281 |
|
|
2022
Q1 | $5K | Hold |
10
| – | – | ﹤0.01% | 272 |
|
|
2021
Q4 | $6K | Hold |
10
| – | – | ﹤0.01% | 282 |
|
|
2021
Q3 | $5K | Hold |
10
| – | – | ﹤0.01% | 300 |
|
|
2021
Q2 | $5K | Hold |
10
| – | – | ﹤0.01% | 293 |
|
|
2021
Q1 | $4K | Sell |
10
-900
| -99% | -$360K | ﹤0.01% | 298 |
|
|
2020
Q4 | $346K | Sell |
910
-1,590
| -64% | -$605K | 0.05% | 220 |
|
|
2020
Q3 | $816K | Hold |
2,500
| – | – | 0.15% | 150 |
|
|
2020
Q2 | $740K | Hold |
2,500
| – | – | 0.15% | 160 |
|
|
2020
Q1 | $575K | Sell |
2,500
-1,810
| -42% | -$416K | 0.13% | 161 |
|
|
2019
Q4 | $1.13M | Hold |
4,310
| – | – | 0.19% | 146 |
|
|
2019
Q3 | $1.15M | Hold |
4,310
| – | – | 0.21% | 140 |
|
|
2019
Q2 | $1.13M | Sell |
4,310
-2,450
| -36% | -$640K | 0.2% | 140 |
|
|
2019
Q1 | $1.77M | Hold |
6,760
| – | – | 0.32% | 97 |
|
|
2018
Q4 | $1.33M | Hold |
6,760
| – | – | 0.26% | 112 |
|
|
2018
Q3 | $1.54M | Sell |
6,760
-3,875
| -36% | -$881K | 0.25% | 111 |
|
|
2018
Q2 | $2.17M | Hold |
10,635
| – | – | 0.36% | 86 |
|
|
2018
Q1 | $1.84M | Sell |
10,635
-110
| -1% | -$19.1K | 0.3% | 95 |
|
|
2017
Q4 | $1.7M | Sell |
10,745
-59
| -0.5% | -$9.31K | 0.28% | 110 |
|
|
2017
Q3 | $1.54M | Hold |
10,804
| – | – | 0.27% | 115 |
|
|
2017
Q2 | $1.44M | Hold |
10,804
| – | – | 0.25% | 114 |
|
|
2017
Q1 | $1.25M | Sell |
10,804
-295
| -3% | -$34.2K | 0.18% | 116 |
|
|
2016
Q4 | $1.27M | Buy |
11,099
+50
| +0.5% | +$5.73K | 0.19% | 109 |
|
|
2016
Q3 | $1.22M | Buy |
11,049
+7,449
| +207% | +$819K | 0.17% | 112 |
|
|
2016
Q2 | $402K | Buy |
+3,600
| New | +$402K | 0.06% | 170 |
|