Cetera Trust Company’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.8K | Hold |
62
| – | – | 0.03% | 223 |
|
|
2025
Q1 | $38.1K | Hold |
62
| – | – | 0.02% | 234 |
|
|
2024
Q4 | $39K | Hold |
62
| – | – | 0.03% | 232 |
|
|
2024
Q3 | $38.5K | Sell |
62
-231
| -79% | -$143K | 0.02% | 240 |
|
|
2024
Q2 | $193K | Hold |
293
| – | – | 0.12% | 163 |
|
|
2024
Q1 | $190K | Hold |
293
| – | – | 0.11% | 171 |
|
|
2023
Q4 | $183K | Buy |
+293
| New | +$183K | 0.11% | 156 |
|