Caldwell Trust’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $651K | Hold |
826
|
|
||||
|
2025
Q1 | $507K | Sell |
826
-161
|
|
||||
|
2024
Q4 | $620K | Hold |
987
|
|
||||
|
2024
Q3 | $613K | Hold |
987
|
|
||||
|
2024
Q2 | $649K | Hold |
987
|
|
||||
|
2024
Q1 | $642K | Sell |
987
-7
|
|
||||
|
2023
Q4 | $621K | Buy |
994
+7
|
|
||||
|
2023
Q3 | $504K | Hold |
987
|
|
||||
|
2023
Q2 | $452K | Sell |
987
-12
|
|
||||
|
2023
Q1 | $445K | Hold |
999
|
|
||||
|
2022
Q4 | $389K | Hold |
999
|
|
||||
|
2022
Q3 | $387K | Hold |
999
|
|
||||
|
2022
Q2 | $385K | Hold |
999
|
|
||||
|
2022
Q1 | $480K | Hold |
999
|
|
||||
|
2021
Q4 | $643K | Hold |
999
|
|
||||
|
2021
Q3 | $539K | Sell |
999
-19
|
|
||||
|
2021
Q2 | $499K | Hold |
1,018
|
|
||||
|
2021
Q1 | $390K | Sell |
1,018
-100
|
|
||||
|
2020
Q4 | $425K | Sell |
1,118
-60
|
|
||||
|
2020
Q3 | $384K | Sell |
1,178
-100
|
|
||||
|
2020
Q2 | $379K | Hold |
1,278
|
|
||||
|
2020
Q1 | $294K | Hold |
1,278
|
|
||||
|
2019
Q4 | $335K | Buy |
+1,278
|
|