Trek Financial’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.3M | Buy |
9,268
+7,478
| +418% | +$5.89M | 0.49% | 60 |
|
|
2025
Q1 | $1.1M | Buy |
1,790
+448
| +33% | +$275K | 0.08% | 173 |
|
|
2024
Q4 | $843K | Buy |
1,342
+527
| +65% | +$331K | 0.06% | 212 |
|
|
2024
Q3 | $506K | Buy |
815
+129
| +19% | +$80.1K | 0.04% | 239 |
|
|
2024
Q2 | $451K | Buy |
+686
| New | +$451K | 0.04% | 238 |
|