Aprio Wealth Management’s Intuit INTU Stock Holding History

Aprio Wealth Management’s Portfolio INTU Stock Details INTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$627K	Buy
2025 Q2	$658K	Buy
2025 Q1	$347K	Buy
2024 Q4	$320K	Buy
2024 Q3	$281K	Buy
2024 Q2	$293K	Buy
2024 Q1	$286K	Buy
2023 Q4	$218K	Buy
2022 Q1	–	Sell
2021 Q4	$202K	Buy