BlackDiamond 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
$447K Buy
574
+171
+42% +$133K 0.26% 73
2025
Q1
$264K Sell
403
-21
-5% -$13.7K 0.18% 117
2024
Q4
$266K Buy
424
+58
+16% +$36.5K 0.15% 126
2024
Q3
$256K Buy
+366
New +$256K 0.15% 138