Colonial Trust Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.5K | Hold |
54
| – | – | ﹤0.01% | 357 |
|
|
2025
Q1 | $33.2K | Hold |
54
| – | – | ﹤0.01% | 376 |
|
|
2024
Q4 | $33.9K | Buy |
54
+6
| +13% | +$3.77K | ﹤0.01% | 361 |
|
|
2024
Q3 | $29.8K | Buy |
48
+6
| +14% | +$3.73K | ﹤0.01% | 389 |
|
|
2024
Q2 | $27.6K | Sell |
42
-2
| -5% | -$1.31K | ﹤0.01% | 384 |
|
|
2024
Q1 | $28.6K | Buy |
44
+3
| +7% | +$1.95K | ﹤0.01% | 407 |
|
|
2023
Q4 | $25.6K | Buy |
41
+35
| +583% | +$21.9K | ﹤0.01% | 391 |
|
|
2023
Q3 | $3.07K | Sell |
6
-3
| -33% | -$1.53K | ﹤0.01% | 668 |
|
|
2023
Q2 | $4.12K | Hold |
9
| – | – | ﹤0.01% | 659 |
|
|
2023
Q1 | $4.01K | Sell |
9
-5
| -36% | -$2.23K | ﹤0.01% | 652 |
|
|
2022
Q4 | $5.45K | Buy |
14
+1
| +8% | +$389 | ﹤0.01% | 602 |
|
|
2022
Q3 | $5K | Buy |
+13
| New | +$5K | ﹤0.01% | 249 |
|