TrinityPoint Wealth’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $805K | Buy |
1,281
+36
| +3% | +$22.6K | 0.11% | 175 |
|
|
2024
Q3 | $773K | Sell |
1,245
-125
| -9% | -$77.6K | 0.11% | 178 |
|
|
2024
Q2 | $900K | Buy |
1,370
+14
| +1% | +$9.2K | 0.14% | 153 |
|
|
2024
Q1 | $881K | Sell |
1,356
-5
| -0.4% | -$3.25K | 0.15% | 146 |
|
|
2023
Q4 | $851K | Buy |
1,361
+3
| +0.2% | +$1.88K | 0.15% | 137 |
|
|
2023
Q3 | $694K | Sell |
1,358
-43
| -3% | -$22K | 0.14% | 147 |
|
|
2023
Q2 | $642K | Buy |
1,401
+17
| +1% | +$7.79K | 0.13% | 151 |
|
|
2023
Q1 | $617K | Sell |
1,384
-8
| -0.6% | -$3.57K | 0.13% | 155 |
|
|
2022
Q4 | $542K | Buy |
1,392
+112
| +9% | +$43.6K | 0.12% | 161 |
|
|
2022
Q3 | $496K | Buy |
1,280
+33
| +3% | +$12.8K | 0.11% | 158 |
|
|
2022
Q2 | $481K | Sell |
1,247
-3
| -0.2% | -$1.16K | 0.11% | 162 |
|
|
2022
Q1 | $601K | Sell |
1,250
-16
| -1% | -$7.69K | 0.11% | 163 |
|
|
2021
Q4 | $814K | Buy |
1,266
+11
| +0.9% | +$7.07K | 0.14% | 130 |
|
|
2021
Q3 | $677K | Sell |
1,255
-239
| -16% | -$129K | 0.13% | 139 |
|
|
2021
Q2 | $732K | Buy |
1,494
+72
| +5% | +$35.3K | 0.15% | 133 |
|
|
2021
Q1 | $545K | Sell |
1,422
-20
| -1% | -$7.67K | 0.13% | 146 |
|
|
2020
Q4 | $540K | Buy |
1,442
+5
| +0.3% | +$1.87K | 0.13% | 138 |
|
|
2020
Q3 | $469K | Buy |
+1,437
| New | +$469K | 0.13% | 143 |
|