TrinityPoint Wealth’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$805K Buy
2024
Q3
$773K Sell
2024
Q2
$900K Buy
2024
Q1
$881K Sell
2023
Q4
$851K Buy
2023
Q3
$694K Sell
2023
Q2
$642K Buy
2023
Q1
$617K Sell
2022
Q4
$542K Buy
2022
Q3
$496K Buy
2022
Q2
$481K Sell
2022
Q1
$601K Sell
2021
Q4
$814K Buy
2021
Q3
$677K Sell
2021
Q2
$732K Buy
2021
Q1
$545K Sell
2020
Q4
$540K Buy
2020
Q3
$469K Buy