Spinnaker 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 | $948K | Hold |
1,204
| – | – | 0.06% | 154 |
|
|
2025
Q1 | $739K | Sell |
1,204
-7
| -0.6% | -$4.3K | 0.05% | 165 |
|
|
2024
Q4 | $761K | Sell |
1,211
-3
| -0.2% | -$1.89K | 0.05% | 160 |
|
|
2024
Q3 | $754K | Sell |
1,214
-57
| -4% | -$35.4K | 0.05% | 168 |
|
|
2024
Q2 | $835K | Hold |
1,271
| – | – | 0.05% | 154 |
|
|
2024
Q1 | $826K | Sell |
1,271
-58
| -4% | -$37.7K | 0.05% | 150 |
|
|
2023
Q4 | $831K | Hold |
1,329
| – | – | 0.06% | 145 |
|
|
2023
Q3 | $679K | Hold |
1,329
| – | – | 0.05% | 154 |
|
|
2023
Q2 | $609K | Buy |
1,329
+100
| +8% | +$45.8K | 0.04% | 158 |
|
|
2023
Q1 | $548K | Sell |
1,229
-185
| -13% | -$82.5K | 0.04% | 158 |
|
|
2022
Q4 | $550K | Sell |
1,414
-25
| -2% | -$9.72K | 0.04% | 165 |
|
|
2022
Q3 | $557K | Hold |
1,439
| – | – | 0.05% | 160 |
|
|
2022
Q2 | $555K | Hold |
1,439
| – | – | 0.04% | 172 |
|
|
2022
Q1 | $692K | Sell |
1,439
-10
| -0.7% | -$4.81K | 0.05% | 165 |
|
|
2021
Q4 | $932K | Hold |
1,449
| – | – | 0.06% | 143 |
|
|
2021
Q3 | $782K | Sell |
1,449
-5
| -0.3% | -$2.7K | 0.05% | 152 |
|
|
2021
Q2 | $713K | Sell |
1,454
-3
| -0.2% | -$1.47K | 0.05% | 162 |
|
|
2021
Q1 | $558K | Sell |
1,457
-75
| -5% | -$28.7K | 0.04% | 162 |
|
|
2020
Q4 | $581K | Buy |
1,532
+10
| +0.7% | +$3.79K | 0.05% | 154 |
|
|
2020
Q3 | $496K | Sell |
1,522
-135
| -8% | -$44K | 0.04% | 154 |
|
|
2020
Q2 | $490K | Sell |
1,657
-313
| -16% | -$92.6K | 0.05% | 150 |
|
|
2020
Q1 | $453K | Buy |
1,970
+884
| +81% | +$203K | 0.05% | 158 |
|
|
2019
Q4 | $284K | Buy |
+1,086
| New | +$284K | 0.03% | 212 |
|