Caldwell Trust’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $601K | Buy |
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|
2025
Q2 | $651K | Hold |
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|
2025
Q1 | $507K | Sell |
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|
2024
Q4 | $620K | Hold |
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|
2024
Q3 | $613K | Hold |
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|
2024
Q2 | $649K | Hold |
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|
2024
Q1 | $642K | Sell |
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|
2023
Q4 | $621K | Buy |
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|
2023
Q3 | $504K | Hold |
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|
2023
Q2 | $452K | Sell |
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|
2023
Q1 | $445K | Hold |
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|
2022
Q4 | $389K | Hold |
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|
2022
Q3 | $387K | Hold |
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|
2022
Q2 | $385K | Hold |
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|
2022
Q1 | $480K | Hold |
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|
2021
Q4 | $643K | Hold |
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|
2021
Q3 | $539K | Sell |
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|
2021
Q2 | $499K | Hold |
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|
2021
Q1 | $390K | Sell |
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|
2020
Q4 | $425K | Sell |
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|
2020
Q3 | $384K | Sell |
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|
2020
Q2 | $379K | Hold |
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|
2020
Q1 | $294K | Hold |
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|
2019
Q4 | $335K | Buy |
|