TCM
Tran Capital Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.4M | Sell |
41,102
-346
| -0.8% | -$273K | 3.81% | 9 |
|
|
2025
Q1 | $25.4M | Sell |
41,448
-4,195
| -9% | -$2.58M | 3.42% | 12 |
|
|
2024
Q4 | $28.7M | Sell |
45,643
-2,585
| -5% | -$1.62M | 3.25% | 13 |
|
|
2024
Q3 | $29.9M | Sell |
48,228
-712
| -1% | -$442K | 3.23% | 14 |
|
|
2024
Q2 | $32.2M | Buy |
48,940
+3,805
| +8% | +$2.5M | 3.73% | 12 |
|
|
2024
Q1 | $29.3M | Sell |
45,135
-5,180
| -10% | -$3.37M | 3.27% | 17 |
|
|
2023
Q4 | $31.4M | Sell |
50,315
-4,181
| -8% | -$2.61M | 3.66% | 16 |
|
|
2023
Q3 | $27.8M | Sell |
54,496
-5,014
| -8% | -$2.56M | 3.58% | 16 |
|
|
2023
Q2 | $27.3M | Buy |
59,510
+6,928
| +13% | +$3.17M | 3.22% | 18 |
|
|
2023
Q1 | $23.4M | Buy |
+52,582
| New | +$23.4M | 2.92% | 19 |
|
|
2022
Q2 | – | Sell |
-12,121
| Closed | -$5.83M | – | 46 |
|
|
2022
Q1 | $5.83M | Sell |
12,121
-25,172
| -67% | -$12.1M | 0.51% | 27 |
|
|
2021
Q4 | $24M | Sell |
37,293
-13,845
| -27% | -$8.91M | 1.92% | 22 |
|
|
2021
Q3 | $27.6M | Sell |
51,138
-1,051
| -2% | -$567K | 2.31% | 22 |
|
|
2021
Q2 | $25.6M | Sell |
52,189
-30,252
| -37% | -$14.8M | 2.11% | 21 |
|
|
2021
Q1 | $31.6M | Buy |
82,441
+19,379
| +31% | +$7.42M | 2.81% | 19 |
|
|
2020
Q4 | $24M | Buy |
63,062
+3,001
| +5% | +$1.14M | 2.22% | 23 |
|
|
2020
Q3 | $19.6M | Buy |
+60,061
| New | +$19.6M | 2.11% | 22 |
|