Advisor Resource Council’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-680	Closed	-$381K	–	372
2025 Q1	$381K	Buy	+680	New	+$408K	0.03%	417
2024 Q4	–	Sell	-459	Closed	-$285K	–	166
2024 Q3	$285K	Buy	+459	New	+$293K	0.13%	178
2024 Q2	–	Sell	-1,313	Closed	-$821K	–	130
2024 Q1	$821K	Buy	1,313 +968	+281%	+$618K	0.35%	71
2023 Q4	$216K	Sell	345 -1,219	-78%	-$672K	0.03%	432
2023 Q3	$799K	Sell	1,564 -25	-2%	-$12.7K	0.41%	43
2023 Q2	$728K	Sell	1,589 -227	-13%	-$99.4K	0.33%	53
2023 Q1	$795K	Buy	1,816 +59	+3%	+$24.2K	0.2%	134
2022 Q4	$684K	Sell	1,757 -794	-31%	-$315K	0.33%	61
2022 Q3	$988K	Sell	2,551 -5,968	-70%	-$2.58M	0.67%	38
2022 Q2	$3.28M	Buy	8,519 +2,838	+50%	+$1.18M	0.3%	66
2022 Q1	$2.73M	Sell	5,681 -3,013	-35%	-$1.54M	0.82%	31
2021 Q4	$5.59M	Buy	8,694 +3,311	+62%	+$2.04M	0.44%	44
2021 Q3	$2.9M	Sell	5,383 -1,445	-21%	-$779K	0.88%	26
2021 Q2	$3.35M	Buy	+6,828	New	+$2.96M	0.35%	61