Betterment LLC’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$601K Buy
763
+11
+1% +$8.66K ﹤0.01% 330
2025
Q1
$462K Buy
752
+6
+0.8% +$3.69K ﹤0.01% 342
2024
Q4
$469K Buy
746
+1
+0.1% +$629 ﹤0.01% 334
2024
Q3
$463K Buy
745
+42
+6% +$26.1K ﹤0.01% 319
2024
Q2
$462K Buy
703
+1
+0.1% +$657 ﹤0.01% 292
2024
Q1
$456K Buy
+702
New +$456K ﹤0.01% 270