Amplius Wealth Advisors’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$348K Buy
2025
Q1
$260K Buy
2024
Q4
$256K Sell
2024
Q3
$259K Sell
2024
Q2
$275K Sell
2024
Q1
$290K Buy
2023
Q4
$254K Sell
2023
Q3
$209K Buy
2022
Q4
Sell
2022
Q3
$509K Buy
2022
Q2
$464K Buy
2022
Q1
$513K Sell
2021
Q4
$710K Buy