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Trivest Advisors’s Intuit INTU Stock Holding History

Trivest Advisors’s Portfolio INTU Stock Details INTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-44,000
Closed -$27.7M – 40
2024
Q4 		$27.7M Buy
44,000
+40,000
+1,000% +$25.1M 1.26% 27
2024
Q3 		$2.48M Buy
+4,000
New +$2.48M 0.14% 31