Wealthspire Advisors (Maryland)’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $900K | Sell |
2,760
-340
| -11% | -$111K | 0.03% | 200 |
|
|
2020
Q2 | $918K | Buy |
3,100
+119
| +4% | +$35.2K | 0.07% | 171 |
|
|
2020
Q1 | $686K | Buy |
2,981
+231
| +8% | +$53.2K | 0.06% | 193 |
|
|
2019
Q4 | $720K | Sell |
2,750
-1
| -0% | -$262 | 0.05% | 217 |
|
|
2019
Q3 | $731K | Sell |
2,751
-2
| -0.1% | -$531 | 0.05% | 195 |
|
|
2019
Q2 | $719K | Sell |
2,753
-162
| -6% | -$42.3K | 0.05% | 187 |
|
|
2019
Q1 | $762K | Sell |
2,915
-113
| -4% | -$29.5K | 0.06% | 173 |
|
|
2018
Q4 | $596K | Buy |
3,028
+132
| +5% | +$26K | 0.05% | 191 |
|
|
2018
Q3 | $658K | Buy |
2,896
+38
| +1% | +$8.63K | 0.05% | 196 |
|
|
2018
Q2 | $584K | Sell |
2,858
-40
| -1% | -$8.17K | 0.05% | 207 |
|
|
2018
Q1 | $502K | Buy |
2,898
+52
| +2% | +$9.01K | 0.05% | 245 |
|
|
2017
Q4 | $449K | Sell |
2,846
-671
| -19% | -$106K | 0.04% | 281 |
|
|
2017
Q3 | $500K | Sell |
3,517
-77
| -2% | -$10.9K | 0.05% | 238 |
|
|
2017
Q2 | $477K | Buy |
3,594
+271
| +8% | +$36K | 0.06% | 237 |
|
|
2017
Q1 | $385K | Sell |
3,323
-68
| -2% | -$7.88K | 0.05% | 237 |
|
|
2016
Q4 | $389K | Sell |
3,391
-134
| -4% | -$15.4K | 0.06% | 220 |
|
|
2016
Q3 | $388K | Sell |
3,525
-205
| -5% | -$22.6K | 0.06% | 218 |
|
|
2016
Q2 | $416K | Sell |
3,730
-88
| -2% | -$9.81K | 0.07% | 195 |
|
|
2016
Q1 | $397K | Buy |
3,818
+147
| +4% | +$15.3K | 0.07% | 193 |
|
|
2015
Q4 | $354K | Buy |
+3,671
| New | +$354K | 0.07% | 216 |
|