Zeke Capital Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.37M | Buy |
3,518
+1,988
| +130% | +$774K | 0.09% | 109 |
|
|
2022
Q3 | $593K | Buy |
1,530
+116
| +8% | +$45K | 0.04% | 187 |
|
|
2022
Q2 | $545K | Buy |
1,414
+341
| +32% | +$131K | 0.04% | 202 |
|
|
2022
Q1 | $516K | Buy |
+1,073
| New | +$516K | 0.03% | 224 |
|
|
2020
Q1 | – | Sell |
-2,779
| Closed | -$728K | – | 369 |
|
|
2019
Q4 | $728K | Sell |
2,779
-1,217
| -30% | -$319K | 0.06% | 289 |
|
|
2019
Q3 | $1.06M | Sell |
3,996
-779
| -16% | -$207K | 0.09% | 176 |
|
|
2019
Q2 | $1.25M | Buy |
4,775
+891
| +23% | +$233K | 0.12% | 148 |
|
|
2019
Q1 | $1.02M | Sell |
3,884
-983
| -20% | -$257K | 0.09% | 178 |
|
|
2018
Q4 | $958K | Sell |
4,867
-295
| -6% | -$58.1K | 0.09% | 208 |
|
|
2018
Q3 | $1.17M | Hold |
5,162
| – | – | 0.1% | 205 |
|
|
2018
Q2 | $1.06M | Hold |
5,162
| – | – | 0.1% | 176 |
|
|
2018
Q1 | $895K | Buy |
5,162
+961
| +23% | +$167K | 0.08% | 213 |
|
|
2017
Q4 | $663K | Buy |
4,201
+212
| +5% | +$33.5K | 0.07% | 231 |
|
|
2017
Q3 | $567K | Buy |
3,989
+2,151
| +117% | +$306K | 0.08% | 198 |
|
|
2017
Q2 | $244K | Buy |
+1,838
| New | +$244K | 0.05% | 233 |
|