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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $452K | Sell |
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|
2025
Q3 | $471K | Hold |
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|
2025
Q2 | $543K | Hold |
|
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|
2025
Q1 | $424K | Sell |
|
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|
2024
Q4 | $694K | Hold |
|
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|
2024
Q3 | $686K | Hold |
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|
2024
Q2 | $726K | Sell |
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|
2024
Q1 | $731K | Sell |
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|
2023
Q4 | $5.28M | Buy |
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|
2023
Q3 | $4.24M | Buy |
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|
2023
Q2 | $3.78M | Buy |
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|
2023
Q1 | $3.65M | Buy |
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