Tran Capital Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.3M | Buy |
44,601
+6,625
| +17% | +$3.16M | 2.65% | 18 |
|
|
2025
Q4 | $25.2M | Sell |
37,976
-5
| -0% | -$3.3K | 3.01% | 14 |
|
|
2025
Q3 | $25.9M | Sell |
37,981
-3,121
| -8% | -$2.25M | 3.1% | 11 |
|
|
2025
Q2 | $32.4M | Sell |
41,102
-346
| -0.8% | -$234K | 3.81% | 9 |
|
|
2025
Q1 | $25.4M | Sell |
41,448
-4,195
| -9% | -$2.52M | 3.42% | 12 |
|
|
2024
Q4 | $28.7M | Sell |
45,643
-2,585
| -5% | -$1.65M | 3.25% | 13 |
|
|
2024
Q3 | $29.9M | Sell |
48,228
-712
| -1% | -$454K | 3.23% | 14 |
|
|
2024
Q2 | $32.2M | Buy |
48,940
+3,805
| +8% | +$2.36M | 3.73% | 12 |
|
|
2024
Q1 | $29.3M | Sell |
45,135
-5,180
| -10% | -$3.31M | 3.27% | 17 |
|
|
2023
Q4 | $31.4M | Sell |
50,315
-4,181
| -8% | -$2.31M | 3.66% | 16 |
|
|
2023
Q3 | $27.8M | Sell |
54,496
-5,014
| -8% | -$2.54M | 3.58% | 16 |
|
|
2023
Q2 | $27.3M | Buy |
59,510
+6,928
| +13% | +$3.03M | 3.22% | 18 |
|
|
2023
Q1 | $23.4M | Buy |
+52,582
| New | +$21.6M | 2.92% | 19 |
|
|
2022
Q2 | – | Sell |
-12,121
| Closed | -$5.83M | – | 46 |
|
|
2022
Q1 | $5.83M | Sell |
12,121
-25,172
| -67% | -$12.9M | 0.51% | 27 |
|
|
2021
Q4 | $24M | Sell |
37,293
-13,845
| -27% | -$8.55M | 1.92% | 22 |
|
|
2021
Q3 | $27.6M | Sell |
51,138
-1,051
| -2% | -$566K | 2.31% | 22 |
|
|
2021
Q2 | $25.6M | Sell |
52,189
-30,252
| -37% | -$13.1M | 2.11% | 21 |
|
|
2021
Q1 | $31.6M | Buy |
82,441
+19,379
| +31% | +$7.46M | 2.81% | 19 |
|
|
2020
Q4 | $24M | Buy |
63,062
+3,001
| +5% | +$1.05M | 2.22% | 23 |
|
|
2020
Q3 | $19.6M | Buy |
+60,061
| New | +$18.8M | 2.11% | 22 |
|
Other funds holding INTU
VCM
VPM
