WFG Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $110K | Hold |
830
| – | – | 0.02% | 509 |
|
|
2017
Q1 | $96K | Buy |
830
+105
| +14% | +$12.1K | 0.03% | 488 |
|
|
2016
Q4 | $83K | Buy |
725
+20
| +3% | +$2.29K | 0.02% | 577 |
|
|
2016
Q3 | $78K | Hold |
705
| – | – | 0.02% | 590 |
|
|
2016
Q2 | $79K | Hold |
705
| – | – | 0.02% | 564 |
|
|
2016
Q1 | $73K | Sell |
705
-132
| -16% | -$13.7K | 0.02% | 562 |
|
|
2015
Q4 | $81K | Buy |
837
+684
| +447% | +$66.2K | 0.02% | 522 |
|
|
2015
Q3 | $14K | Hold |
153
| – | – | ﹤0.01% | 998 |
|
|
2015
Q2 | $15K | Buy |
153
+1
| +0.7% | +$98 | ﹤0.01% | 1063 |
|
|
2015
Q1 | $15K | Hold |
152
| – | – | ﹤0.01% | 1072 |
|
|
2014
Q4 | $14K | Buy |
152
+132
| +660% | +$12.2K | ﹤0.01% | 1336 |
|
|
2014
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 1853 |
|
|
2014
Q2 | $2K | Sell |
20
-45
| -69% | -$4.5K | ﹤0.01% | 1800 |
|
|
2014
Q1 | $5K | Buy |
65
+1
| +2% | +$77 | ﹤0.01% | 1612 |
|
|
2013
Q4 | $5K | Hold |
64
| – | – | ﹤0.01% | 1749 |
|
|
2013
Q3 | $4K | Sell |
64
-2,109
| -97% | -$132K | ﹤0.01% | 1790 |
|
|
2013
Q2 | $133K | Buy |
+2,173
| New | +$133K | 0.02% | 573 |
|