TWM

Tolleson Wealth Management’s Intuit INTU Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$763K	Hold	969	–	–	0.13%	51
2025 Q1	$595K	Sell	969 -6	-0.6%	-$3.68K	0.11%	57
2024 Q4	$613K	Buy	975 +6	+0.6%	+$3.77K	0.13%	59
2024 Q3	$602K	Hold	969	–	–	0.11%	55
2024 Q2	$637K	Hold	969	–	–	0.13%	58
2024 Q1	$630K	Hold	969	–	–	0.12%	58
2023 Q4	$606K	Hold	969	–	–	0.12%	54
2023 Q3	$495K	Hold	969	–	–	0.12%	58
2023 Q2	$444K	Hold	969	–	–	0.11%	63
2023 Q1	$432K	Hold	969	–	–	0.11%	60
2022 Q4	$377K	Hold	969	–	–	0.1%	62
2022 Q3	$375K	Hold	969	–	–	0.11%	58
2022 Q2	$373K	Hold	969	–	–	0.11%	58
2022 Q1	$466K	Hold	969	–	–	0.14%	55
2021 Q4	$623K	Hold	969	–	–	0.17%	49
2021 Q3	$523K	Sell	969 -107	-10%	-$57.8K	0.15%	47
2021 Q2	$527K	Hold	1,076	–	–	0.14%	48
2021 Q1	$412K	Hold	1,076	–	–	0.12%	54
2020 Q4	$409K	Hold	1,076	–	–	0.14%	48
2020 Q3	$351K	Hold	1,076	–	–	0.14%	47
2020 Q2	$319K	Hold	1,076	–	–	0.14%	48
2020 Q1	$247K	Hold	1,076	–	–	0.11%	49
2019 Q4	$282K	Hold	1,076	–	–	0.14%	58
2019 Q3	$286K	Hold	1,076	–	–	0.16%	50
2019 Q2	$281K	Hold	1,076	–	–	0.19%	42
2019 Q1	$281K	Hold	1,076	–	–	0.19%	39
2018 Q4	$212K	Buy	+1,076	New	+$212K	0.12%	46