Braun-Bostich & Associates’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-322	Closed	-$213K	–	132
2025 Q4	$213K	Sell	322 -14	-4%	-$9.25K	0.13%	118
2025 Q3	$229K	Sell	336 -3	-0.9%	-$2.16K	0.14%	114
2025 Q2	$267K	Sell	339 -2	-0.6%	-$1.35K	0.18%	93
2025 Q1	$209K	Sell	341 -32	-9%	-$19.2K	0.15%	107
2024 Q4	$234K	Sell	373 -25	-6%	-$16K	0.17%	94
2024 Q3	$247K	Buy	398 +46	+13%	+$29.4K	0.17%	96
2024 Q2	$231K	Sell	352 -303	-46%	-$188K	0.17%	95
2024 Q1	$426K	Sell	655 -294	-31%	-$188K	0.36%	71
2023 Q4	$593K	Sell	949 -1	-0.1%	-$552	0.54%	48
2023 Q3	$485K	Buy	+950	New	+$481K	0.91%	20
2020 Q4	–	Sell	-991	Closed	-$323K	–	134
2020 Q3	$323K	Buy	991 +968	+4,209%	+$303K	0.32%	45
2020 Q2	$7K	Buy	+23	New	+$6.31K	0.01%	243