Tradition Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-74
| Closed | -$46K | – | 789 |
|
|
2023
Q4 | $46K | Buy |
74
+8
| +12% | +$4.97K | ﹤0.01% | 649 |
|
|
2023
Q3 | $34K | Hold |
66
| – | – | ﹤0.01% | 695 |
|
|
2023
Q2 | $30K | Buy |
66
+6
| +10% | +$2.73K | ﹤0.01% | 769 |
|
|
2023
Q1 | $27K | Buy |
60
+15
| +33% | +$6.75K | ﹤0.01% | 762 |
|
|
2022
Q4 | $18K | Hold |
45
| – | – | ﹤0.01% | 774 |
|
|
2022
Q3 | $18K | Buy |
45
+3
| +7% | +$1.2K | ﹤0.01% | 787 |
|
|
2022
Q2 | $16K | Hold |
42
| – | – | ﹤0.01% | 696 |
|
|
2022
Q1 | $20K | Buy |
42
+12
| +40% | +$5.71K | ﹤0.01% | 716 |
|
|
2021
Q4 | $19K | Hold |
30
| – | – | ﹤0.01% | 746 |
|
|
2021
Q3 | $16K | Hold |
30
| – | – | ﹤0.01% | 781 |
|
|
2021
Q2 | $15K | Hold |
30
| – | – | ﹤0.01% | 831 |
|
|
2021
Q1 | $11K | Hold |
30
| – | – | ﹤0.01% | 776 |
|
|
2020
Q4 | $11K | Buy |
+30
| New | +$11K | ﹤0.01% | 707 |
|