AFW
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Avantra Family Wealth’s Intuit INTU Stock Holding History

Avantra Family Wealth’s Portfolio INTU Stock Details INTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$614K Buy
779
+18
+2% +$14.2K 0.51% 55
2025
Q1 		$467K Sell
761
-422
-36% -$259K 0.45% 81
2024
Q4 		$744K Buy
+1,183
New +$744K 0.69% 45