Winifred I. Li’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $940K | Sell |
10,194
-106
| -1% | -$9.77K | 0.89% | 26 |
|
|
2014
Q3 | $903K | Sell |
10,300
-208
| -2% | -$18.2K | 0.86% | 29 |
|
|
2014
Q2 | $846K | Sell |
10,508
-190
| -2% | -$15.3K | 0.72% | 36 |
|
|
2014
Q1 | $831K | Buy |
10,698
+781
| +8% | +$60.7K | 0.72% | 35 |
|
|
2013
Q4 | $756K | Buy |
9,917
+2,462
| +33% | +$188K | 0.65% | 43 |
|
|
2013
Q3 | $494K | Buy |
7,455
+1,550
| +26% | +$103K | 0.46% | 78 |
|
|
2013
Q2 | $361K | Buy |
+5,905
| New | +$361K | 0.34% | 97 |
|