TTWM
TCV Trust & Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.36M | Sell |
9,339
-247
| -3% | -$195K | 0.64% | 49 |
|
|
2025
Q1 | $5.89M | Sell |
9,586
-561
| -6% | -$344K | 0.55% | 52 |
|
|
2024
Q4 | $6.38M | Sell |
10,147
-35
| -0.3% | -$22K | 0.59% | 48 |
|
|
2024
Q3 | $6.32M | Sell |
10,182
-455
| -4% | -$283K | 0.57% | 53 |
|
|
2024
Q2 | $6.99M | Sell |
10,637
-151
| -1% | -$99.2K | 0.67% | 49 |
|
|
2024
Q1 | $7.01M | Sell |
10,788
-21
| -0.2% | -$13.7K | 0.67% | 49 |
|
|
2023
Q4 | $6.76M | Sell |
10,809
-74
| -0.7% | -$46.3K | 0.68% | 48 |
|
|
2023
Q3 | $5.56M | Sell |
10,883
-58
| -0.5% | -$29.6K | 0.61% | 52 |
|
|
2023
Q2 | $5.01M | Sell |
10,941
-257
| -2% | -$118K | 0.53% | 56 |
|
|
2023
Q1 | $4.99M | Sell |
11,198
-46
| -0.4% | -$20.5K | 0.55% | 55 |
|
|
2022
Q4 | $4.38M | Sell |
11,244
-263
| -2% | -$102K | 0.5% | 57 |
|
|
2022
Q3 | $4.46M | Sell |
11,507
-117
| -1% | -$45.3K | 0.57% | 54 |
|
|
2022
Q2 | $4.48M | Buy |
11,624
+6
| +0.1% | +$2.31K | 0.54% | 56 |
|
|
2022
Q1 | $5.59M | Sell |
11,618
-292
| -2% | -$140K | 0.6% | 56 |
|
|
2021
Q4 | $7.66M | Sell |
11,910
-378
| -3% | -$243K | 0.76% | 49 |
|
|
2021
Q3 | $6.63M | Sell |
12,288
-15
| -0.1% | -$8.09K | 0.74% | 51 |
|
|
2021
Q2 | $6.05M | Sell |
12,303
-120
| -1% | -$59K | 0.66% | 54 |
|
|
2021
Q1 | $4.76M | Sell |
12,423
-72
| -0.6% | -$27.6K | 0.55% | 59 |
|
|
2020
Q4 | $4.75M | Sell |
12,495
-95
| -0.8% | -$36.1K | 0.58% | 59 |
|
|
2020
Q3 | $4.11M | Sell |
12,590
-115
| -0.9% | -$37.5K | 0.55% | 59 |
|
|
2020
Q2 | $3.76M | Sell |
12,705
-333
| -3% | -$98.6K | 0.53% | 59 |
|
|
2020
Q1 | $3M | Sell |
13,038
-87
| -0.7% | -$20K | 0.49% | 62 |
|
|
2019
Q4 | $3.44M | Sell |
13,125
-231
| -2% | -$60.5K | 0.42% | 67 |
|
|
2019
Q3 | $3.55M | Sell |
13,356
-50
| -0.4% | -$13.3K | 0.46% | 63 |
|
|
2019
Q2 | $3.5M | Sell |
13,406
-275
| -2% | -$71.9K | 0.45% | 65 |
|
|
2019
Q1 | $3.58M | Sell |
13,681
-363
| -3% | -$94.9K | 0.47% | 60 |
|
|
2018
Q4 | $2.76M | Sell |
14,044
-659
| -4% | -$130K | 0.4% | 67 |
|
|
2018
Q3 | $3.34M | Sell |
14,703
-196
| -1% | -$44.6K | 0.45% | 58 |
|
|
2018
Q2 | $3.04M | Sell |
14,899
-625
| -4% | -$128K | 0.43% | 61 |
|
|
2018
Q1 | $2.69M | Sell |
15,524
-885
| -5% | -$153K | 0.39% | 66 |
|
|
2017
Q4 | $2.59M | Hold |
16,409
| – | – | 0.36% | 70 |
|
|
2017
Q3 | $2.33M | Sell |
16,409
-75
| -0.5% | -$10.7K | 0.35% | 69 |
|
|
2017
Q2 | $2.19M | Sell |
16,484
-500
| -3% | -$66.4K | 0.33% | 75 |
|
|
2017
Q1 | $1.97M | Hold |
16,984
| – | – | 0.3% | 76 |
|
|
2016
Q4 | $1.95M | Sell |
16,984
-225
| -1% | -$25.8K | 0.32% | 75 |
|
|
2016
Q3 | $1.89M | Sell |
17,209
-138
| -0.8% | -$15.2K | 0.32% | 76 |
|
|
2016
Q2 | $1.94M | Sell |
17,347
-173
| -1% | -$19.3K | 0.34% | 75 |
|
|
2016
Q1 | $1.82M | Sell |
17,520
-2,459
| -12% | -$256K | 0.33% | 75 |
|
|
2015
Q4 | $1.93M | Sell |
19,979
-3,285
| -14% | -$317K | 0.34% | 74 |
|
|
2015
Q3 | $2.07M | Sell |
23,264
-1,826
| -7% | -$162K | 0.37% | 69 |
|
|
2015
Q2 | $2.53M | Sell |
25,090
-8,322
| -25% | -$839K | 0.41% | 64 |
|
|
2015
Q1 | $3.24M | Sell |
33,412
-21,618
| -39% | -$2.1M | 0.52% | 58 |
|
|
2014
Q4 | $5.07M | Sell |
55,030
-1,302
| -2% | -$120K | 0.84% | 39 |
|
|
2014
Q3 | $4.94M | Sell |
56,332
-1,787
| -3% | -$157K | 0.83% | 40 |
|
|
2014
Q2 | $4.68M | Sell |
58,119
-1,517
| -3% | -$122K | 0.76% | 44 |
|
|
2014
Q1 | $4.64M | Sell |
59,636
-1,761
| -3% | -$137K | 0.78% | 44 |
|
|
2013
Q4 | $4.69M | Sell |
61,397
-3,331
| -5% | -$254K | 0.8% | 42 |
|
|
2013
Q3 | $4.29M | Sell |
64,728
-12,815
| -17% | -$850K | 0.84% | 40 |
|
|
2013
Q2 | $4.73M | Buy |
+77,543
| New | +$4.73M | 0.97% | 36 |
|