Veritable’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,196
| Closed | -$3.3M | – | 390 |
|
|
2023
Q2 | $3.3M | Buy |
7,196
+46
| +0.6% | +$21.1K | 0.05% | 165 |
|
|
2023
Q1 | $3.19M | Buy |
7,150
+490
| +7% | +$218K | 0.05% | 171 |
|
|
2022
Q4 | $2.59M | Sell |
6,660
-42
| -0.6% | -$16.3K | 0.04% | 190 |
|
|
2022
Q3 | $2.6M | Sell |
6,702
-632
| -9% | -$245K | 0.05% | 174 |
|
|
2022
Q2 | $2.83M | Buy |
7,334
+396
| +6% | +$153K | 0.05% | 181 |
|
|
2022
Q1 | $3.34M | Buy |
6,938
+127
| +2% | +$61.1K | 0.05% | 183 |
|
|
2021
Q4 | $4.38M | Buy |
6,811
+60
| +0.9% | +$38.6K | 0.06% | 151 |
|
|
2021
Q3 | $3.64M | Sell |
6,751
-1
| -0% | -$539 | 0.06% | 163 |
|
|
2021
Q2 | $3.31M | Buy |
6,752
+116
| +2% | +$56.9K | 0.05% | 172 |
|
|
2021
Q1 | $2.54M | Buy |
6,636
+246
| +4% | +$94.2K | 0.04% | 188 |
|
|
2020
Q4 | $2.43M | Sell |
6,390
-699
| -10% | -$265K | 0.04% | 190 |
|
|
2020
Q3 | $2.31M | Sell |
7,089
-2
| -0% | -$653 | 0.05% | 181 |
|
|
2020
Q2 | $2.1M | Sell |
7,091
-651
| -8% | -$193K | 0.05% | 183 |
|
|
2020
Q1 | $1.78M | Sell |
7,742
-671
| -8% | -$154K | 0.04% | 198 |
|
|
2019
Q4 | $2.2M | Buy |
8,413
+176
| +2% | +$46.1K | 0.04% | 214 |
|
|
2019
Q3 | $2.19M | Buy |
8,237
+489
| +6% | +$130K | 0.04% | 204 |
|
|
2019
Q2 | $2.03M | Buy |
7,748
+26
| +0.3% | +$6.8K | 0.04% | 211 |
|
|
2019
Q1 | $2.02M | Buy |
7,722
+154
| +2% | +$40.3K | 0.04% | 212 |
|
|
2018
Q4 | $1.49M | Sell |
7,568
-358
| -5% | -$70.5K | 0.03% | 242 |
|
|
2018
Q3 | $1.8M | Sell |
7,926
-3
| -0% | -$682 | 0.04% | 230 |
|
|
2018
Q2 | $1.62M | Sell |
7,929
-10
| -0.1% | -$2.04K | 0.03% | 242 |
|
|
2018
Q1 | $1.38M | Buy |
7,939
+109
| +1% | +$18.9K | 0.03% | 271 |
|
|
2017
Q4 | $1.24M | Sell |
7,830
-3,956
| -34% | -$624K | 0.02% | 287 |
|
|
2017
Q3 | $1.68M | Buy |
11,786
+11
| +0.1% | +$1.56K | 0.04% | 247 |
|
|
2017
Q2 | $1.56M | Buy |
11,775
+3,729
| +46% | +$495K | 0.04% | 259 |
|
|
2017
Q1 | $933K | Sell |
8,046
-4
| -0% | -$464 | 0.02% | 342 |
|
|
2016
Q4 | $923K | Buy |
8,050
+133
| +2% | +$15.3K | 0.02% | 326 |
|
|
2016
Q3 | $871K | Buy |
7,917
+200
| +3% | +$22K | 0.02% | 339 |
|
|
2016
Q2 | $861K | Buy |
7,717
+34
| +0.4% | +$3.79K | 0.02% | 327 |
|
|
2016
Q1 | $799K | Sell |
7,683
-678
| -8% | -$70.5K | 0.02% | 337 |
|
|
2015
Q4 | $807K | Buy |
8,361
+700
| +9% | +$67.6K | 0.02% | 357 |
|
|
2015
Q3 | $680K | Buy |
7,661
+316
| +4% | +$28K | 0.02% | 376 |
|
|
2015
Q2 | $740K | Sell |
7,345
-1,371
| -16% | -$138K | 0.02% | 368 |
|
|
2015
Q1 | $845K | Sell |
8,716
-121
| -1% | -$11.7K | 0.02% | 449 |
|
|
2014
Q4 | $815K | Sell |
8,837
-6
| -0.1% | -$553 | 0.02% | 458 |
|
|
2014
Q3 | $775K | Buy |
8,843
+125
| +1% | +$11K | 0.02% | 472 |
|
|
2014
Q2 | $702K | Sell |
8,718
-195
| -2% | -$15.7K | 0.01% | 501 |
|
|
2014
Q1 | $693K | Buy |
8,913
+135
| +2% | +$10.5K | 0.02% | 486 |
|
|
2013
Q4 | $670K | Sell |
8,778
-893
| -9% | -$68.2K | 0.01% | 490 |
|
|
2013
Q3 | $641K | Buy |
9,671
+544
| +6% | +$36.1K | 0.02% | 494 |
|
|
2013
Q2 | $557K | Buy |
+9,127
| New | +$557K | 0.01% | 530 |
|