Trifecta Capital Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.09K | Hold |
9
| – | – | ﹤0.01% | 250 |
|
|
2025
Q1 | $5.53K | Sell |
9
-35
| -80% | -$21.5K | ﹤0.01% | 237 |
|
|
2024
Q4 | $27.7K | Sell |
44
-15
| -25% | -$9.43K | 0.01% | 171 |
|
|
2024
Q3 | $36.6K | Hold |
59
| – | – | 0.01% | 161 |
|
|
2024
Q2 | $38.8K | Buy |
59
+35
| +146% | +$23K | 0.01% | 156 |
|
|
2024
Q1 | $15.6K | Hold |
24
| – | – | ﹤0.01% | 186 |
|
|
2023
Q4 | $15K | Buy |
24
+15
| +167% | +$9.38K | ﹤0.01% | 188 |
|
|
2023
Q3 | $4.6K | Hold |
9
| – | – | ﹤0.01% | 241 |
|
|
2023
Q2 | $4.12K | Hold |
9
| – | – | ﹤0.01% | 233 |
|
|
2023
Q1 | $4.01K | Hold |
9
| – | – | ﹤0.01% | 234 |
|
|
2022
Q4 | $3.5K | Buy |
+9
| New | +$3.5K | ﹤0.01% | 246 |
|