Trajan Wealth’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.3M | Buy |
32,102
+291
| +0.9% | +$229K | 1.24% | 20 |
|
|
2025
Q1 | $19.5M | Buy |
31,811
+3,158
| +11% | +$1.94M | 1.07% | 24 |
|
|
2024
Q4 | $18M | Buy |
28,653
+3,139
| +12% | +$1.97M | 1% | 31 |
|
|
2024
Q3 | $15.8M | Buy |
25,514
+2,787
| +12% | +$1.73M | 0.93% | 30 |
|
|
2024
Q2 | $14.9M | Buy |
22,727
+2,223
| +11% | +$1.46M | 0.96% | 27 |
|
|
2024
Q1 | $13.3M | Buy |
+20,504
| New | +$13.3M | 0.9% | 30 |
|