BankPlus Wealth Management’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$460K	Buy	583 +58	+11%	+$45.7K	0.31%	65
2025 Q1	$322K	Buy	+525	New	+$322K	0.24%	83