TRUE Private Wealth Advisors’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 |
-1,278
| Closed | -$840K | – | 246 |
|
|
2024
Q2 | $840K | Buy |
1,278
+49
| +4% | +$32.2K | 0.1% | 109 |
|
|
2024
Q1 | $799K | Buy |
1,229
+40
| +3% | +$26K | 0.09% | 112 |
|
|
2023
Q4 | $743K | Buy |
1,189
+186
| +19% | +$116K | 0.09% | 111 |
|
|
2023
Q3 | $513K | Buy |
1,003
+34
| +4% | +$17.4K | 0.07% | 140 |
|
|
2023
Q2 | $444K | Buy |
969
+203
| +27% | +$93K | 0.07% | 140 |
|
|
2023
Q1 | $342K | Buy |
766
+12
| +2% | +$5.35K | 0.05% | 157 |
|
|
2022
Q4 | $294K | Buy |
754
+118
| +19% | +$45.9K | 0.05% | 168 |
|
|
2022
Q3 | $246K | Buy |
636
+33
| +5% | +$12.8K | 0.04% | 179 |
|
|
2022
Q2 | $232K | Sell |
603
-112
| -16% | -$43.1K | 0.03% | 198 |
|
|
2022
Q1 | $320K | Sell |
715
-76
| -10% | -$34K | 0.05% | 165 |
|
|
2021
Q4 | $508K | Buy |
791
+12
| +2% | +$7.71K | 0.07% | 148 |
|
|
2021
Q3 | $420K | Buy |
779
+3
| +0.4% | +$1.62K | 0.06% | 159 |
|
|
2021
Q2 | $380K | Buy |
776
+157
| +25% | +$76.9K | 0.06% | 159 |
|
|
2021
Q1 | $237K | Sell |
619
-59
| -9% | -$22.6K | 0.04% | 203 |
|
|
2020
Q4 | $257K | Buy |
678
+76
| +13% | +$28.8K | 0.04% | 173 |
|
|
2020
Q3 | $196K | Hold |
602
| – | – | 0.03% | 183 |
|
|
2020
Q2 | $178K | Buy |
602
+93
| +18% | +$27.5K | 0.03% | 182 |
|
|
2020
Q1 | $117K | Buy |
509
+193
| +61% | +$44.4K | 0.02% | 188 |
|
|
2019
Q4 | $82K | Buy |
+316
| New | +$82K | 0.01% | 317 |
|
|
2019
Q3 | – | Sell |
-400
| Closed | -$104K | – | 471 |
|
|
2019
Q2 | $104K | Buy |
+400
| New | +$104K | 0.02% | 257 |
|
|
2018
Q4 | – | Sell |
-316
| Closed | -$71.9K | – | 576 |
|
|
2018
Q3 | $71.9K | Buy |
+316
| New | +$71.9K | 0.01% | 409 |
|