Equitable 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	$4.28M	Sell	5,434 -58	-1%	-$45.7K	0.21%	88
2025 Q1	$3.37M	Hold	5,492	–	–	0.19%	103
2024 Q4	$3.45M	Sell	5,492 -126	-2%	-$79.2K	0.19%	104
2024 Q3	$3.49M	Buy	5,618 +166	+3%	+$103K	0.22%	97
2024 Q2	$3.58M	Buy	5,452 +320	+6%	+$210K	0.25%	85
2024 Q1	$3.34M	Buy	5,132 +19	+0.4%	+$12.4K	0.23%	91
2023 Q4	$3.2M	Buy	5,113 +48	+0.9%	+$30K	0.24%	84
2023 Q3	$2.59M	Buy	5,065 +37	+0.7%	+$18.9K	0.21%	92
2023 Q2	$2.3M	Hold	5,028	–	–	0.18%	105
2023 Q1	$2.24M	Sell	5,028 -30	-0.6%	-$13.4K	0.18%	107
2022 Q4	$1.97M	Hold	5,058	–	–	0.16%	131
2022 Q3	$1.96M	Hold	5,058	–	–	0.16%	122
2022 Q2	$1.95M	Sell	5,058 -50	-1%	-$19.3K	0.15%	128
2022 Q1	$2.46M	Sell	5,108 -4,475	-47%	-$2.15M	0.16%	123
2021 Q4	$6.16M	Sell	9,583 -1,055	-10%	-$679K	0.38%	71
2021 Q3	$5.74M	Sell	10,638 -40	-0.4%	-$21.6K	0.37%	76
2021 Q2	$5.23M	Hold	10,678	–	–	0.34%	75
2021 Q1	$4.09M	Sell	10,678 -242	-2%	-$92.7K	0.3%	90
2020 Q4	$4.15M	Hold	10,920	–	–	0.31%	89
2020 Q3	$3.56M	Hold	10,920	–	–	0.3%	84
2020 Q2	$3.23M	Hold	10,920	–	–	0.3%	87
2020 Q1	$2.51M	Hold	10,920	–	–	0.28%	94
2019 Q4	$2.86M	Hold	10,920	–	–	0.28%	91
2019 Q3	$2.9M	Hold	10,920	–	–	0.31%	80
2019 Q2	$2.85M	Hold	10,920	–	–	0.3%	89
2019 Q1	$2.86M	Hold	10,920	–	–	0.33%	86
2018 Q4	$2.15M	Hold	10,920	–	–	0.28%	88
2018 Q3	$2.48M	Sell	10,920 -670	-6%	-$152K	0.29%	96
2018 Q2	$2.37M	Buy	+11,590	New	+$2.37M	0.3%	95