TAM
Trust Asset Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54M | Hold |
3,221
| – | – | 0.19% | 37 |
|
|
2025
Q1 | $1.98M | Buy |
3,221
+43
| +1% | +$26.4K | 0.16% | 43 |
|
|
2024
Q4 | $2M | Hold |
3,178
| – | – | 0.16% | 45 |
|
|
2024
Q3 | $1.97M | Hold |
3,178
| – | – | 0.16% | 48 |
|
|
2024
Q2 | $2.09M | Hold |
3,178
| – | – | 0.18% | 41 |
|
|
2024
Q1 | $2.07M | Hold |
3,178
| – | – | 0.18% | 42 |
|
|
2023
Q4 | $1.99M | Hold |
3,178
| – | – | 0.19% | 39 |
|
|
2023
Q3 | $1.62M | Hold |
3,178
| – | – | 0.18% | 45 |
|
|
2023
Q2 | $1.46M | Hold |
3,178
| – | – | 0.15% | 50 |
|
|
2023
Q1 | $1.42M | Sell |
3,178
-23
| -0.7% | -$10.3K | 0.16% | 50 |
|
|
2022
Q4 | $1.25M | Hold |
3,201
| – | – | 0.16% | 57 |
|
|
2022
Q3 | $1.24M | Buy |
3,201
+222
| +7% | +$86K | 0.17% | 48 |
|
|
2022
Q2 | $1.15M | Buy |
2,979
+207
| +7% | +$79.8K | 0.16% | 56 |
|
|
2022
Q1 | $1.33M | Buy |
2,772
+159
| +6% | +$76.5K | 0.16% | 54 |
|
|
2021
Q4 | $1.68M | Hold |
2,613
| – | – | 0.21% | 48 |
|
|
2021
Q3 | $1.41M | Buy |
2,613
+177
| +7% | +$95.5K | 0.19% | 51 |
|
|
2021
Q2 | $1.19M | Buy |
2,436
+334
| +16% | +$164K | 0.16% | 55 |
|
|
2021
Q1 | $805K | Buy |
2,102
+375
| +22% | +$144K | 0.11% | 64 |
|
|
2020
Q4 | $656K | Buy |
1,727
+403
| +30% | +$153K | 0.1% | 63 |
|
|
2020
Q3 | $432K | Buy |
1,324
+593
| +81% | +$193K | 0.08% | 67 |
|
|
2020
Q2 | $217K | Buy |
+731
| New | +$217K | 0.04% | 69 |
|