WhitTier Trust Company’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.94M | Sell |
3,732
-304
| -8% | -$239K | 0.07% | 211 |
|
|
2025
Q1 | $2.48M | Sell |
4,036
-11,503
| -74% | -$7.06M | 0.06% | 220 |
|
|
2024
Q4 | $9.77M | Buy |
15,539
+630
| +4% | +$396K | 0.24% | 92 |
|
|
2024
Q3 | $9.26M | Buy |
14,909
+202
| +1% | +$125K | 0.24% | 93 |
|
|
2024
Q2 | $9.67M | Buy |
14,707
+218
| +2% | +$143K | 0.27% | 84 |
|
|
2024
Q1 | $9.42M | Buy |
14,489
+166
| +1% | +$108K | 0.27% | 88 |
|
|
2023
Q4 | $8.95M | Buy |
14,323
+143
| +1% | +$89.4K | 0.29% | 88 |
|
|
2023
Q3 | $7.24M | Sell |
14,180
-110
| -0.8% | -$56.2K | 0.26% | 92 |
|
|
2023
Q2 | $6.55M | Buy |
14,290
+85
| +0.6% | +$38.9K | 0.22% | 107 |
|
|
2023
Q1 | $6.33M | Buy |
14,205
+299
| +2% | +$133K | 0.23% | 105 |
|
|
2022
Q4 | $5.41M | Buy |
13,906
+378
| +3% | +$147K | 0.21% | 115 |
|
|
2022
Q3 | $5.24M | Buy |
13,528
+394
| +3% | +$153K | 0.22% | 105 |
|
|
2022
Q2 | $5.06M | Buy |
13,134
+787
| +6% | +$303K | 0.21% | 111 |
|
|
2022
Q1 | $5.94M | Buy |
12,347
+1,204
| +11% | +$579K | 0.22% | 107 |
|
|
2021
Q4 | $7.17M | Buy |
11,143
+556
| +5% | +$358K | 0.26% | 89 |
|
|
2021
Q3 | $5.71M | Buy |
10,587
+252
| +2% | +$136K | 0.23% | 105 |
|
|
2021
Q2 | $5.07M | Buy |
10,335
+59
| +0.6% | +$28.9K | 0.21% | 111 |
|
|
2021
Q1 | $3.94M | Buy |
10,276
+596
| +6% | +$228K | 0.18% | 121 |
|
|
2020
Q4 | $3.68M | Buy |
9,680
+6,159
| +175% | +$2.34M | 0.18% | 121 |
|
|
2020
Q3 | $1.15M | Buy |
3,521
+83
| +2% | +$27.1K | 0.07% | 205 |
|
|
2020
Q2 | $1.02M | Hold |
3,438
| – | – | 0.06% | 208 |
|
|
2020
Q1 | $791K | Buy |
3,438
+90
| +3% | +$20.7K | 0.06% | 214 |
|
|
2019
Q4 | $877K | Hold |
3,348
| – | – | 0.06% | 230 |
|
|
2019
Q3 | $891K | Buy |
3,348
+205
| +7% | +$54.6K | 0.06% | 222 |
|
|
2019
Q2 | $821K | Hold |
3,143
| – | – | 0.06% | 222 |
|
|
2019
Q1 | $821K | Hold |
3,143
| – | – | 0.06% | 214 |
|
|
2018
Q4 | $619K | Buy |
3,143
+439
| +16% | +$86.5K | 0.05% | 237 |
|
|
2018
Q3 | $615K | Hold |
2,704
| – | – | 0.04% | 248 |
|
|
2018
Q2 | $552K | Hold |
2,704
| – | – | 0.04% | 254 |
|
|
2018
Q1 | $469K | Hold |
2,704
| – | – | 0.04% | 269 |
|
|
2017
Q4 | $427K | Hold |
2,704
| – | – | 0.04% | 270 |
|
|
2017
Q3 | $384K | Buy |
2,704
+13
| +0.5% | +$1.85K | 0.04% | 282 |
|
|
2017
Q2 | $357K | Hold |
2,691
| – | – | 0.03% | 285 |
|
|
2017
Q1 | $313K | Hold |
2,691
| – | – | 0.03% | 290 |
|
|
2016
Q4 | $309K | Hold |
2,691
| – | – | 0.03% | 291 |
|
|
2016
Q3 | $296K | Hold |
2,691
| – | – | 0.03% | 294 |
|
|
2016
Q2 | $300K | Buy |
2,691
+60
| +2% | +$6.69K | 0.03% | 290 |
|
|
2016
Q1 | $273K | Hold |
2,631
| – | – | 0.03% | 301 |
|
|
2015
Q4 | $254K | Hold |
2,631
| – | – | 0.03% | 312 |
|
|
2015
Q3 | $234K | Hold |
2,631
| – | – | 0.03% | 323 |
|
|
2015
Q2 | $265K | Hold |
2,631
| – | – | 0.03% | 328 |
|
|
2015
Q1 | $255K | Hold |
2,631
| – | – | 0.03% | 330 |
|
|
2014
Q4 | $242K | Hold |
2,631
| – | – | 0.03% | 334 |
|
|
2014
Q3 | $231K | Hold |
2,631
| – | – | 0.03% | 322 |
|
|
2014
Q2 | $211K | Hold |
2,631
| – | – | 0.02% | 341 |
|
|
2014
Q1 | $205K | Hold |
2,631
| – | – | 0.02% | 342 |
|
|
2013
Q4 | $201K | Hold |
2,631
| – | – | 0.02% | 339 |
|
|
2013
Q3 | $174K | Hold |
2,631
| – | – | 0.02% | 342 |
|
|
2013
Q2 | $160K | Buy |
+2,631
| New | +$160K | 0.02% | 345 |
|