Wintrust Investments’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-46
| Closed | -$29K | – | 471 |
|
|
2024
Q3 | $29K | Sell |
46
-397
| -90% | -$250K | 0.02% | 409 |
|
|
2024
Q2 | $291K | Buy |
443
+7
| +2% | +$4.6K | 0.02% | 382 |
|
|
2024
Q1 | $283K | Hold |
436
| – | – | 0.03% | 391 |
|
|
2023
Q4 | $272K | Buy |
436
+31
| +8% | +$19.3K | 0.03% | 363 |
|
|
2023
Q3 | $207K | Buy |
+405
| New | +$207K | 0.02% | 383 |
|
|
2022
Q1 | – | Sell |
-405
| Closed | -$261K | – | 424 |
|
|
2021
Q4 | $261K | Buy |
405
+15
| +4% | +$9.67K | 0.02% | 362 |
|
|
2021
Q3 | $210K | Buy |
+390
| New | +$210K | 0.03% | 259 |
|