TCPG
Trivant Custom Portfolio Group’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $543K | Hold |
690
| – | – | 0.3% | 71 |
|
|
2025
Q1 | $424K | Sell |
690
-415
| -38% | -$255K | 0.24% | 71 |
|
|
2024
Q4 | $694K | Hold |
1,105
| – | – | 0.41% | 54 |
|
|
2024
Q3 | $686K | Hold |
1,105
| – | – | 0.4% | 56 |
|
|
2024
Q2 | $726K | Sell |
1,105
-20
| -2% | -$13.1K | 0.45% | 47 |
|
|
2024
Q1 | $731K | Sell |
1,125
-7,322
| -87% | -$4.76M | 0.47% | 44 |
|
|
2023
Q4 | $5.28M | Buy |
8,447
+144
| +2% | +$90K | 3.52% | 3 |
|
|
2023
Q3 | $4.24M | Buy |
8,303
+53
| +0.6% | +$27.1K | 3.12% | 6 |
|
|
2023
Q2 | $3.78M | Buy |
8,250
+57
| +0.7% | +$26.1K | 2.67% | 8 |
|
|
2023
Q1 | $3.65M | Buy |
+8,193
| New | +$3.65M | 2.61% | 8 |
|