Intellectus Partners’s LendingTree TREE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
33,750
+3,000
| +10% | +$111K | 0.27% | 102 |
|
|
2025
Q1 | $1.55M | Buy |
30,750
+4,800
| +18% | +$241K | 0.38% | 75 |
|
|
2024
Q4 | $1.01M | Buy |
25,950
+6,575
| +34% | +$255K | 0.22% | 118 |
|
|
2024
Q3 | $1.12M | Buy |
19,375
+7,125
| +58% | +$413K | 0.29% | 102 |
|
|
2024
Q2 | $509K | Sell |
12,250
-2,750
| -18% | -$114K | 0.14% | 172 |
|
|
2024
Q1 | $635K | Sell |
15,000
-5,800
| -28% | -$246K | 0.17% | 162 |
|
|
2023
Q4 | $631K | Buy |
20,800
+4,750
| +30% | +$144K | 0.18% | 151 |
|
|
2023
Q3 | $249K | Buy |
16,050
+2,050
| +15% | +$31.8K | 0.08% | 223 |
|
|
2023
Q2 | $310K | Buy |
+14,000
| New | +$310K | 0.09% | 208 |
|