PTC
Private Trust Company’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $666K | Sell |
845
-74
| -8% | -$58.3K | 0.06% | 329 |
|
|
2025
Q1 | $564K | Sell |
919
-23
| -2% | -$14.1K | 0.06% | 361 |
|
|
2024
Q4 | $592K | Buy |
942
+8
| +0.9% | +$5.03K | 0.06% | 330 |
|
|
2024
Q3 | $580K | Sell |
934
-25
| -3% | -$15.5K | 0.06% | 350 |
|
|
2024
Q2 | $630K | Sell |
959
-50
| -5% | -$32.8K | 0.07% | 315 |
|
|
2024
Q1 | $656K | Sell |
1,009
-46
| -4% | -$29.9K | 0.07% | 306 |
|
|
2023
Q4 | $659K | Buy |
1,055
+20
| +2% | +$12.5K | 0.08% | 280 |
|
|
2023
Q3 | $529K | Sell |
1,035
-2,820
| -73% | -$1.44M | 0.07% | 309 |
|
|
2023
Q2 | $1.77M | Buy |
3,855
+46
| +1% | +$21.1K | 0.22% | 95 |
|
|
2023
Q1 | $1.7M | Sell |
3,809
-340
| -8% | -$152K | 0.23% | 93 |
|
|
2022
Q4 | $1.62M | Sell |
4,149
-404
| -9% | -$157K | 0.24% | 91 |
|
|
2022
Q3 | $1.76M | Buy |
4,553
+88
| +2% | +$34.1K | 0.29% | 73 |
|
|
2022
Q2 | $1.72M | Sell |
4,465
-379
| -8% | -$146K | 0.27% | 85 |
|
|
2022
Q1 | $2.33M | Sell |
4,844
-6
| -0.1% | -$2.89K | 0.36% | 76 |
|
|
2021
Q4 | $3.12M | Sell |
4,850
-139
| -3% | -$89.4K | 0.43% | 59 |
|
|
2021
Q3 | $2.69M | Buy |
4,989
+3,015
| +153% | +$1.63M | 0.39% | 65 |
|
|
2021
Q2 | $968K | Hold |
1,974
| – | – | 0.15% | 166 |
|
|
2021
Q1 | $756K | Sell |
1,974
-78
| -4% | -$29.9K | 0.12% | 188 |
|
|
2020
Q4 | $779K | Buy |
2,052
+184
| +10% | +$69.9K | 0.13% | 178 |
|
|
2020
Q3 | $609K | Sell |
1,868
-55
| -3% | -$17.9K | 0.12% | 193 |
|
|
2020
Q2 | $587K | Buy |
1,923
+19
| +1% | +$5.8K | 0.12% | 189 |
|
|
2020
Q1 | $437K | Sell |
1,904
-82
| -4% | -$18.8K | 0.11% | 212 |
|
|
2019
Q4 | $520K | Sell |
1,986
-14
| -0.7% | -$3.67K | 0.1% | 255 |
|
|
2019
Q3 | $531K | Buy |
2,000
+66
| +3% | +$17.5K | 0.1% | 236 |
|
|
2019
Q2 | $505K | Sell |
1,934
-24
| -1% | -$6.27K | 0.1% | 244 |
|
|
2019
Q1 | $511K | Sell |
1,958
-473
| -19% | -$123K | 0.11% | 229 |
|
|
2018
Q4 | $478K | Sell |
2,431
-2
| -0.1% | -$393 | 0.11% | 202 |
|
|
2018
Q3 | $553K | Buy |
+2,433
| New | +$553K | 0.11% | 218 |
|
|
2014
Q4 | – | Sell |
-1,607
| Closed | -$141K | – | 723 |
|
|
2014
Q3 | $141K | Buy |
1,607
+33
| +2% | +$2.9K | 0.05% | 326 |
|
|
2014
Q2 | $127K | Sell |
1,574
-715
| -31% | -$57.7K | 0.04% | 360 |
|
|
2014
Q1 | $178K | Sell |
2,289
-203
| -8% | -$15.8K | 0.07% | 271 |
|
|
2013
Q4 | $190K | Buy |
2,492
+438
| +21% | +$33.4K | 0.08% | 229 |
|
|
2013
Q3 | $136K | Buy |
2,054
+87
| +4% | +$5.76K | 0.06% | 256 |
|
|
2013
Q2 | $120K | Buy |
+1,967
| New | +$120K | 0.06% | 257 |
|