CoreFirst Bank & 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 | $662K | Hold |
841
| – | – | 0.37% | 61 |
|
2025
Q1 | $516K | Hold |
841
| – | – | 0.33% | 69 |
|
2024
Q4 | $529K | Hold |
841
| – | – | 0.31% | 68 |
|
2024
Q3 | $522K | Hold |
841
| – | – | 0.3% | 71 |
|
2024
Q2 | $553K | Hold |
841
| – | – | 0.37% | 64 |
|
2024
Q1 | $547K | Sell |
841
-24
| -3% | -$15.6K | 0.34% | 70 |
|
2023
Q4 | $541K | Sell |
865
-124
| -13% | -$77.5K | 0.36% | 69 |
|
2023
Q3 | $505K | Buy |
989
+9
| +0.9% | +$4.6K | 0.36% | 67 |
|
2023
Q2 | $449K | Hold |
980
| – | – | 0.32% | 78 |
|
2023
Q1 | $437K | Hold |
980
| – | – | 0.32% | 74 |
|
2022
Q4 | $381K | Hold |
980
| – | – | 0.29% | 83 |
|
2022
Q3 | $380K | Sell |
980
-20
| -2% | -$7.76K | 0.33% | 75 |
|
2022
Q2 | $385K | Hold |
1,000
| – | – | 0.3% | 77 |
|
2022
Q1 | $481K | Hold |
1,000
| – | – | 0.33% | 75 |
|
2021
Q4 | $643K | Hold |
1,000
| – | – | 0.42% | 57 |
|
2021
Q3 | $540K | Hold |
1,000
| – | – | 0.37% | 62 |
|
2021
Q2 | $490K | Hold |
1,000
| – | – | 0.33% | 72 |
|
2021
Q1 | $383K | Hold |
1,000
| – | – | 0.26% | 87 |
|
2020
Q4 | $380K | Buy |
+1,000
| New | +$380K | 0.28% | 76 |
|