TWA
TCI Wealth Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Buy |
599
+1
| +0.2% | +$788 | 0.03% | 147 |
|
|
2025
Q1 | $367K | Sell |
598
-26
| -4% | -$16K | 0.03% | 155 |
|
|
2024
Q4 | $392K | Sell |
624
-122
| -16% | -$76.7K | 0.03% | 149 |
|
|
2024
Q3 | $463K | Buy |
746
+5
| +0.7% | +$3.11K | 0.04% | 138 |
|
|
2024
Q2 | $487K | Buy |
741
+7
| +1% | +$4.6K | 0.05% | 123 |
|
|
2024
Q1 | $477K | Sell |
734
-2
| -0.3% | -$1.3K | 0.05% | 123 |
|
|
2023
Q4 | $460K | Sell |
736
-3
| -0.4% | -$1.88K | 0.05% | 121 |
|
|
2023
Q3 | $378K | Buy |
739
+7
| +1% | +$3.58K | 0.05% | 131 |
|
|
2023
Q2 | $335K | Buy |
732
+4
| +0.5% | +$1.83K | 0.04% | 139 |
|
|
2023
Q1 | $325K | Sell |
728
-50
| -6% | -$22.3K | 0.04% | 142 |
|
|
2022
Q4 | $303K | Buy |
778
+97
| +14% | +$37.8K | 0.04% | 138 |
|
|
2022
Q3 | $264K | Sell |
681
-109
| -14% | -$42.3K | 0.04% | 133 |
|
|
2022
Q2 | $304K | Buy |
790
+129
| +20% | +$49.6K | 0.05% | 131 |
|
|
2022
Q1 | $318K | Sell |
661
-68
| -9% | -$32.7K | 0.05% | 136 |
|
|
2021
Q4 | $469K | Sell |
729
-240
| -25% | -$154K | 0.07% | 105 |
|
|
2021
Q3 | $523K | Sell |
969
-354
| -27% | -$191K | 0.08% | 98 |
|
|
2021
Q2 | $648K | Buy |
1,323
+22
| +2% | +$10.8K | 0.11% | 83 |
|
|
2021
Q1 | $498K | Sell |
1,301
-870
| -40% | -$333K | 0.21% | 86 |
|
|
2020
Q4 | $825K | Sell |
2,171
-3,348
| -61% | -$1.27M | 0.37% | 51 |
|
|
2020
Q3 | $1.8M | Hold |
5,519
| – | – | 0.71% | 28 |
|
|
2020
Q2 | $1.64M | Sell |
5,519
-25
| -0.5% | -$7.41K | 0.7% | 31 |
|
|
2020
Q1 | $1.28M | Sell |
5,544
-161
| -3% | -$37K | 0.63% | 36 |
|
|
2019
Q4 | $1.49M | Buy |
5,705
+245
| +4% | +$64.2K | 0.58% | 43 |
|
|
2019
Q3 | $1.45M | Sell |
5,460
-7
| -0.1% | -$1.86K | 0.64% | 40 |
|
|
2019
Q2 | $1.43M | Sell |
5,467
-126
| -2% | -$32.9K | 0.64% | 38 |
|
|
2019
Q1 | $1.46M | Sell |
5,593
-17
| -0.3% | -$4.44K | 0.64% | 41 |
|
|
2018
Q4 | $1.1M | Buy |
5,610
+31
| +0.6% | +$6.1K | 0.53% | 47 |
|
|
2018
Q3 | $1.27M | Sell |
5,579
-49
| -0.9% | -$11.1K | 0.53% | 48 |
|
|
2018
Q2 | $1.15M | Buy |
5,628
+15
| +0.3% | +$3.07K | 0.51% | 50 |
|
|
2018
Q1 | $973K | Hold |
5,613
| – | – | 0.45% | 55 |
|
|
2017
Q4 | $886K | Hold |
5,613
| – | – | 0.39% | 64 |
|
|
2017
Q3 | $798K | Buy |
5,613
+21
| +0.4% | +$2.99K | 0.39% | 62 |
|
|
2017
Q2 | $743K | Buy |
5,592
+36
| +0.6% | +$4.78K | 0.38% | 58 |
|
|
2017
Q1 | $644K | Sell |
5,556
-2
| -0% | -$232 | 0.34% | 64 |
|
|
2016
Q4 | $637K | Hold |
5,558
| – | – | 0.33% | 65 |
|
|
2016
Q3 | $611K | Hold |
5,558
| – | – | 0.33% | 68 |
|
|
2016
Q2 | $620K | Sell |
5,558
-451
| -8% | -$50.3K | 0.34% | 66 |
|
|
2016
Q1 | $625K | Buy |
6,009
+266
| +5% | +$27.7K | 0.35% | 65 |
|
|
2015
Q4 | $554K | Hold |
5,743
| – | – | 0.31% | 69 |
|
|
2015
Q3 | $510K | Hold |
5,743
| – | – | 0.31% | 69 |
|
|
2015
Q2 | $579K | Sell |
5,743
-21
| -0.4% | -$2.12K | 0.33% | 67 |
|
|
2015
Q1 | $559K | Sell |
5,764
-100
| -2% | -$9.7K | 0.35% | 62 |
|
|
2014
Q4 | $541K | Sell |
5,864
-336
| -5% | -$31K | 0.33% | 67 |
|
|
2014
Q3 | $543K | Hold |
6,200
| – | – | 0.34% | 63 |
|
|
2014
Q2 | $499K | Sell |
6,200
-7
| -0.1% | -$563 | 0.3% | 66 |
|
|
2014
Q1 | $482K | Hold |
6,207
| – | – | 0.31% | 63 |
|
|
2013
Q4 | $474K | Hold |
6,207
| – | – | 0.3% | 66 |
|
|
2013
Q3 | $412K | Sell |
6,207
-4,868
| -44% | -$323K | 0.31% | 63 |
|
|
2013
Q2 | $676K | Buy |
+11,075
| New | +$676K | 0.51% | 46 |
|