Bragg Financial Advisors’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$476K	Hold	604	–	–	0.02%	274
2025 Q1	$371K	Sell	604 -2	-0.3%	-$1.23K	0.02%	280
2024 Q4	$381K	Hold	606	–	–	0.02%	277
2024 Q3	$376K	Buy	606 +3	+0.5%	+$1.86K	0.02%	265
2024 Q2	$396K	Buy	603 +1	+0.2%	+$657	0.02%	255
2024 Q1	$391K	Sell	602 -18	-3%	-$11.7K	0.02%	260
2023 Q4	$388K	Hold	620	–	–	0.02%	258
2023 Q3	$317K	Hold	620	–	–	0.02%	272
2023 Q2	$284K	Hold	620	–	–	0.02%	288
2023 Q1	$276K	Sell	620 -175	-22%	-$78K	0.02%	284
2022 Q4	$309K	Sell	795 -97	-11%	-$37.8K	0.02%	269
2022 Q3	$345K	Hold	892	–	–	0.02%	245
2022 Q2	$344K	Sell	892 -11	-1%	-$4.24K	0.02%	260
2022 Q1	$434K	Buy	903 +13	+1%	+$6.25K	0.03%	250
2021 Q4	$480K	Hold	890	–	–	0.03%	227
2021 Q3	$480K	Buy	890 +6	+0.7%	+$3.24K	0.03%	227
2021 Q2	$433K	Hold	884	–	–	0.03%	234
2021 Q1	$339K	Buy	884 +6	+0.7%	+$2.3K	0.02%	250
2020 Q4	$334K	Sell	878 -65	-7%	-$24.7K	0.03%	232
2020 Q3	$308K	Hold	943	–	–	0.03%	224
2020 Q2	$279K	Hold	943	–	–	0.03%	232
2020 Q1	$217K	Sell	943 -127	-12%	-$29.2K	0.03%	235
2019 Q4	$280K	Hold	1,070	–	–	0.03%	243
2019 Q3	$285K	Hold	1,070	–	–	0.03%	238
2019 Q2	$280K	Hold	1,070	–	–	0.03%	240
2019 Q1	$280K	Hold	1,070	–	–	0.04%	232
2018 Q4	$211K	Hold	1,070	–	–	0.03%	246
2018 Q3	$243K	Buy	1,070 +36	+3%	+$8.18K	0.03%	244
2018 Q2	$211K	Buy	+1,034	New	+$211K	0.03%	250