Triasima Portfolio Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-403
| Closed | -$265K | – | 110 |
|
|
2024
Q2 | $265K | Sell |
403
-671
| -62% | -$441K | 0.02% | 127 |
|
|
2024
Q1 | $698K | Sell |
1,074
-130
| -11% | -$84.5K | 0.06% | 114 |
|
|
2023
Q4 | $753K | Sell |
1,204
-30
| -2% | -$18.8K | 0.06% | 106 |
|
|
2023
Q3 | $630K | Sell |
1,234
-10
| -0.8% | -$5.11K | 0.06% | 98 |
|
|
2023
Q2 | $755K | Sell |
1,244
-330
| -21% | -$200K | 0.05% | 103 |
|
|
2023
Q1 | $702K | Sell |
1,574
-65
| -4% | -$29K | 0.06% | 100 |
|
|
2022
Q4 | $638K | Sell |
1,639
-6,378
| -80% | -$2.48M | 0.05% | 98 |
|
|
2022
Q3 | $3.11M | Buy |
+8,017
| New | +$3.11M | 0.25% | 58 |
|