RTC
Riverview Trust Company’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-313
| Closed | -$192K | – | 391 |
|
|
2025
Q1 | $192K | Sell |
313
-7
| -2% | -$4.3K | 0.19% | 94 |
|
|
2024
Q4 | $201K | Buy |
320
+2
| +0.6% | +$1.26K | 0.18% | 92 |
|
|
2024
Q3 | $197K | Buy |
318
+5
| +2% | +$3.11K | 0.17% | 96 |
|
|
2024
Q2 | $206K | Hold |
313
| – | – | 0.2% | 81 |
|
|
2024
Q1 | $203K | Buy |
+313
| New | +$203K | 0.16% | 96 |
|
|
2023
Q4 | – | Sell |
-313
| Closed | -$160K | – | 353 |
|
|
2023
Q3 | $160K | Hold |
313
| – | – | 0.14% | 107 |
|
|
2023
Q2 | $143K | Hold |
313
| – | – | 0.13% | 108 |
|
|
2023
Q1 | $140K | Hold |
313
| – | – | 0.13% | 110 |
|
|
2022
Q4 | $122K | Sell |
313
-533
| -63% | -$208K | 0.12% | 125 |
|
|
2022
Q3 | $328K | Buy |
846
+141
| +20% | +$54.7K | 0.32% | 57 |
|
|
2022
Q2 | $272K | Buy |
705
+10
| +1% | +$3.86K | 0.24% | 73 |
|
|
2022
Q1 | $334K | Buy |
695
+162
| +30% | +$77.9K | 0.25% | 72 |
|
|
2021
Q4 | $343 | Hold |
533
| – | – | 0.2% | 56 |
|
|
2021
Q3 | $288K | Hold |
533
| – | – | 0.3% | 62 |
|
|
2021
Q2 | $261K | Hold |
533
| – | – | 0.28% | 70 |
|
|
2021
Q1 | $204K | Hold |
533
| – | – | 0.23% | 77 |
|
|
2020
Q4 | $202K | Hold |
533
| – | – | 0.22% | 77 |
|
|
2020
Q3 | $174K | Sell |
533
-699
| -57% | -$228K | 0.2% | 80 |
|
|
2020
Q2 | $365K | Hold |
1,232
| – | – | 0.35% | 54 |
|
|
2020
Q1 | $283K | Sell |
1,232
-50
| -4% | -$11.5K | 0.27% | 67 |
|
|
2019
Q4 | $336K | Hold |
1,282
| – | – | 0.23% | 79 |
|
|
2019
Q3 | $341K | Hold |
1,282
| – | – | 0.24% | 78 |
|
|
2019
Q2 | $335K | Hold |
1,282
| – | – | 0.24% | 78 |
|
|
2019
Q1 | $335K | Hold |
1,282
| – | – | 0.25% | 74 |
|
|
2018
Q4 | $252K | Buy |
+1,282
| New | +$252K | 0.2% | 88 |
|