TrueWealth LLC’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $149K | Hold |
504
| – | – | 0.06% | 164 |
|
|
2020
Q1 | $116K | Hold |
504
| – | – | 0.06% | 174 |
|
|
2019
Q4 | $132K | Buy |
504
+12
| +2% | +$3.14K | 0.05% | 178 |
|
|
2019
Q3 | $131K | Hold |
492
| – | – | 0.06% | 171 |
|
|
2019
Q2 | $129K | Hold |
492
| – | – | 0.06% | 173 |
|
|
2019
Q1 | $129K | Hold |
492
| – | – | 0.06% | 172 |
|
|
2018
Q4 | $97K | Hold |
492
| – | – | 0.05% | 191 |
|
|
2018
Q3 | $112K | Hold |
492
| – | – | 0.05% | 185 |
|
|
2018
Q2 | $101K | Hold |
492
| – | – | 0.05% | 192 |
|
|
2018
Q1 | $85K | Hold |
492
| – | – | 0.04% | 210 |
|
|
2017
Q4 | $78K | Buy |
+492
| New | +$78K | 0.04% | 238 |
|