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