TA
Tiedemann Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-496
| Closed | -$238K | – | 270 |
|
|
2022
Q1 | $238K | Buy |
496
+56
| +13% | +$26.9K | 0.01% | 256 |
|
|
2021
Q4 | $283K | Hold |
440
| – | – | 0.01% | 242 |
|
|
2021
Q3 | $238K | Sell |
440
-49
| -10% | -$26.5K | 0.01% | 262 |
|
|
2021
Q2 | $238K | Sell |
489
-52
| -10% | -$25.3K | 0.01% | 326 |
|
|
2021
Q1 | $207K | Sell |
541
-130
| -19% | -$49.7K | 0.01% | 309 |
|
|
2020
Q4 | $256K | Buy |
+671
| New | +$256K | 0.01% | 274 |
|
|
2019
Q2 | – | Sell |
-4,164
| Closed | -$1.09M | – | 356 |
|
|
2019
Q1 | $1.09M | Buy |
4,164
+350
| +9% | +$91.5K | 0.05% | 209 |
|
|
2018
Q4 | $751K | Buy |
+3,814
| New | +$751K | 0.04% | 238 |
|
|
2017
Q3 | – | Sell |
-12,037
| Closed | -$1.6M | – | 399 |
|
|
2017
Q2 | $1.6M | Buy |
12,037
+7,447
| +162% | +$989K | 0.12% | 143 |
|
|
2017
Q1 | $532K | Buy |
+4,590
| New | +$532K | 0.04% | 263 |
|