Western Financial Corp’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-1,144
| Closed | -$550K | – | 97 |
|
2022
Q1 | $550K | Sell |
1,144
-51
| -4% | -$24.5K | 0.32% | 67 |
|
2021
Q4 | $768K | Buy |
1,195
+91
| +8% | +$58.5K | 0.4% | 52 |
|
2021
Q3 | $596K | Sell |
1,104
-62
| -5% | -$33.5K | 0.35% | 54 |
|
2021
Q2 | $571K | Buy |
1,166
+58
| +5% | +$28.4K | 0.31% | 53 |
|
2021
Q1 | $425K | Buy |
1,108
+84
| +8% | +$32.2K | 0.26% | 55 |
|
2020
Q4 | $388K | Buy |
+1,024
| New | +$388K | 0.26% | 58 |
|