Trivant Custom Portfolio Group’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$543K Hold
2025
Q1
$424K Sell
2024
Q4
$694K Hold
2024
Q3
$686K Hold
2024
Q2
$726K Sell
2024
Q1
$731K Sell
2023
Q4
$5.28M Buy
2023
Q3
$4.24M Buy
2023
Q2
$3.78M Buy
2023
Q1
$3.65M Buy