Trellis Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $568K | Buy |
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|
2023
Q2 | $509K | Hold |
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|
2023
Q1 | $495K | Sell |
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|
2022
Q4 | $447K | Sell |
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|
2022
Q3 | $447K | Sell |
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|
2022
Q2 | $451K | Buy |
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|
2022
Q1 | $557K | Buy |
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|
2021
Q4 | $744K | Sell |
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|
2021
Q3 | $629K | Sell |
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|
2021
Q2 | $582K | Sell |
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|
2021
Q1 | $462K | Sell |
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|
2020
Q4 | $466K | Hold |
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|
2020
Q3 | $400K | Sell |
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|
2020
Q2 | $366K | Sell |
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|
2020
Q1 | $286K | Buy |
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|
2019
Q4 | $309K | Hold |
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|
2019
Q3 | $313K | Hold |
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|
2019
Q2 | $308K | Hold |
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|
2019
Q1 | $308K | Buy |
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|
2018
Q4 | $230K | Sell |
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|
2018
Q3 | $269K | Hold |
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|
2018
Q2 | $242K | Sell |
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|
2018
Q1 | $223K | Buy |
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|
2017
Q4 | $201K | Buy |
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