TA
TFB Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $674K | Buy |
856
+2
| +0.2% | +$1.58K | 0.18% | 137 |
|
|
2025
Q1 | $524K | Sell |
854
-233
| -21% | -$143K | 0.15% | 162 |
|
|
2024
Q4 | $683K | Sell |
1,087
-5
| -0.5% | -$3.14K | 0.2% | 112 |
|
|
2024
Q3 | $678K | Buy |
1,092
+48
| +5% | +$29.8K | 0.2% | 115 |
|
|
2024
Q2 | $686K | Buy |
1,044
+195
| +23% | +$128K | 0.22% | 99 |
|
|
2024
Q1 | $522K | Buy |
+849
| New | +$522K | 0.19% | 117 |
|
|
2023
Q3 | – | Sell |
-675
| Closed | -$309K | – | 158 |
|
|
2023
Q2 | $309K | Buy |
675
+62
| +10% | +$28.4K | 0.13% | 175 |
|
|
2023
Q1 | $273K | Buy |
613
+26
| +4% | +$11.6K | 0.21% | 103 |
|
|
2022
Q4 | $228K | Buy |
+587
| New | +$228K | 0.19% | 110 |
|