TCWA
Turtle Creek Wealth Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.8M | Buy |
12,438
+900
| +8% | +$709K | 1.16% | 23 |
|
|
2025
Q1 | $7.08M | Buy |
+11,538
| New | +$7.08M | 1.06% | 29 |
|
|
2024
Q4 | – | Sell |
-9,758
| Closed | -$6.06M | – | 113 |
|
|
2024
Q3 | $6.06M | Buy |
9,758
+325
| +3% | +$202K | 1.21% | 24 |
|
|
2024
Q2 | $6.2M | Buy |
9,433
+7,984
| +551% | +$5.25M | 1.44% | 19 |
|
|
2024
Q1 | $942K | Sell |
1,449
-90
| -6% | -$58.5K | 0.23% | 75 |
|
|
2023
Q4 | $962K | Buy |
+1,539
| New | +$962K | 0.28% | 73 |
|