WAM
Wallington Asset Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-16,180
| Closed | -$1.49M | – | 76 |
|
|
2014
Q4 | $1.49M | Sell |
16,180
-170
| -1% | -$15.7K | 0.48% | 47 |
|
|
2014
Q3 | $1.43M | Buy |
16,350
+670
| +4% | +$58.7K | 0.48% | 45 |
|
|
2014
Q2 | $1.26M | Buy |
15,680
+9,130
| +139% | +$735K | 0.43% | 46 |
|
|
2014
Q1 | $509K | Buy |
+6,550
| New | +$509K | 0.18% | 51 |
|