Angeles Wealth Management’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
$2.78M Buy
2025
Q2
$685K Buy
2025
Q1
$372K Buy
2024
Q4
$278K Buy
2024
Q3
$243K Buy
2024
Q2
$254K Hold
2024
Q1
$251K Buy
2022
Q2
Sell
2022
Q1
$221K Buy