Mechanics Bank - Trust Department’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $673K | Sell |
854
-50
| -6% | -$39.4K | 0.1% | 139 |
|
|
2025
Q1 | $555K | Hold |
904
| – | – | 0.08% | 155 |
|
|
2024
Q4 | $568K | Buy |
904
+272
| +43% | +$171K | 0.08% | 151 |
|
|
2024
Q3 | $392K | Hold |
632
| – | – | 0.05% | 167 |
|
|
2024
Q2 | $415K | Sell |
632
-34
| -5% | -$22.3K | 0.06% | 159 |
|
|
2024
Q1 | $433K | Sell |
666
-31
| -4% | -$20.2K | 0.06% | 155 |
|
|
2023
Q4 | $436K | Sell |
697
-20
| -3% | -$12.5K | 0.07% | 144 |
|
|
2023
Q3 | $366K | Hold |
717
| – | – | 0.06% | 141 |
|
|
2023
Q2 | $329K | Buy |
717
+217
| +43% | +$99.4K | 0.05% | 155 |
|
|
2023
Q1 | $223K | Buy |
+500
| New | +$223K | 0.04% | 162 |
|
|
2022
Q2 | – | Sell |
-500
| Closed | -$240K | – | 174 |
|
|
2022
Q1 | $240K | Hold |
500
| – | – | 0.04% | 166 |
|
|
2021
Q4 | $322K | Hold |
500
| – | – | 0.05% | 158 |
|
|
2021
Q3 | $270K | Sell |
500
-200
| -29% | -$108K | 0.04% | 162 |
|
|
2021
Q2 | $343K | Sell |
700
-47
| -6% | -$23K | 0.06% | 151 |
|
|
2021
Q1 | $286K | Hold |
747
| – | – | 0.05% | 159 |
|
|
2020
Q4 | $284K | Hold |
747
| – | – | 0.05% | 148 |
|
|
2020
Q3 | $244K | Hold |
747
| – | – | 0.05% | 151 |
|
|
2020
Q2 | $221K | Buy |
+747
| New | +$221K | 0.05% | 147 |
|