Avalon Trust’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $139K | Hold |
177
| – | – | 0.01% | 163 |
|
2025
Q1 | $109K | Hold |
177
| – | – | 0.01% | 176 |
|
2024
Q4 | $111K | Buy |
177
+20
| +13% | +$12.6K | 0.01% | 156 |
|
2024
Q3 | $97.5K | Hold |
157
| – | – | 0.01% | 167 |
|
2024
Q2 | $103K | Hold |
157
| – | – | 0.01% | 170 |
|
2024
Q1 | $102K | Hold |
157
| – | – | 0.01% | 173 |
|
2023
Q4 | $98.1K | Hold |
157
| – | – | 0.01% | 163 |
|
2023
Q3 | $80.2K | Hold |
157
| – | – | 0.01% | 164 |
|
2023
Q2 | $71.9K | Hold |
157
| – | – | 0.01% | 180 |
|
2023
Q1 | $70K | Buy |
+157
| New | +$70K | 0.01% | 175 |
|