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Baer Investment Advisory’s Intuit INTU Stock Holding History

Baer Investment Advisory’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 		$3.51M Sell
4,587
-249
-5% -$190K 3.99% 6
2025
Q1 		$3.43M Sell
4,836
-7
-0.1% -$4.97K 4.44% 10
2024
Q4 		$3.26M Buy
+4,843
New +$3.26M 3.52% 16