Colonial 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 | $278K | Sell |
353
-63
| -15% | -$49.7K | 0.04% | 252 |
|
|
2025
Q1 | $255K | Sell |
416
-52
| -11% | -$31.9K | 0.04% | 248 |
|
|
2024
Q4 | $294K | Buy |
468
+55
| +13% | +$34.5K | 0.04% | 233 |
|
|
2024
Q3 | $256K | Buy |
413
+4
| +1% | +$2.48K | 0.04% | 260 |
|
|
2024
Q2 | $269K | Sell |
409
-95
| -19% | -$62.5K | 0.05% | 228 |
|
|
2024
Q1 | $327K | Buy |
504
+99
| +24% | +$64.3K | 0.06% | 196 |
|
|
2023
Q4 | $253K | Buy |
405
+3
| +0.7% | +$1.88K | 0.05% | 226 |
|
|
2023
Q3 | $205K | Sell |
402
-88
| -18% | -$45K | 0.05% | 223 |
|
|
2023
Q2 | $225K | Sell |
490
-20
| -4% | -$9.16K | 0.05% | 210 |
|
|
2023
Q1 | $227K | Sell |
510
-2
| -0.4% | -$892 | 0.06% | 216 |
|
|
2022
Q4 | $199K | Sell |
512
-38
| -7% | -$14.8K | 0.05% | 204 |
|
|
2022
Q3 | $213K | Buy |
+550
| New | +$213K | 0.07% | 193 |
|