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American Trust’s Intuit INTU Stock Holding History

American Trust’s Portfolio INTU Stock Details INTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$853K Sell
1,083
-160
-13% -$126K 0.08% 122
2025
Q1 		$763K Sell
1,243
-1,668
-57% -$1.02M 0.19% 76
2024
Q4 		$1.83M Buy
2,911
+1,097
+60% +$689K 0.14% 93
2024
Q3 		$1.13M Buy
+1,814
New +$1.13M 0.09% 96