Thompson Davis & Co’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-238
| Closed | -$34K | – | 873 |
|
|
2017
Q3 | $34K | Buy |
238
+5
| +2% | +$714 | 0.06% | 324 |
|
|
2017
Q2 | $31K | Sell |
233
-123
| -35% | -$16.4K | 0.05% | 325 |
|
|
2017
Q1 | $41K | Hold |
356
| – | – | 0.06% | 283 |
|
|
2016
Q4 | $41K | Buy |
356
+49
| +16% | +$5.64K | 0.07% | 274 |
|
|
2016
Q3 | $34K | Buy |
307
+74
| +32% | +$8.2K | 0.06% | 312 |
|
|
2016
Q2 | $26K | Sell |
233
-12
| -5% | -$1.34K | 0.04% | 387 |
|
|
2016
Q1 | $25K | Sell |
245
-12
| -5% | -$1.22K | 0.04% | 386 |
|
|
2015
Q4 | $25K | Hold |
257
| – | – | 0.04% | 397 |
|
|
2015
Q3 | $23K | Sell |
257
-33
| -11% | -$2.95K | 0.03% | 425 |
|
|
2015
Q2 | $29K | Hold |
290
| – | – | 0.03% | 436 |
|
|
2015
Q1 | $28K | Buy |
290
+33
| +13% | +$3.19K | 0.03% | 442 |
|
|
2014
Q4 | $24K | Hold |
257
| – | – | 0.03% | 462 |
|
|
2014
Q3 | $23K | Buy |
+257
| New | +$23K | 0.03% | 432 |
|