Brown 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 | $1.37M | Sell |
1,743
-436
| -20% | -$343K | 0.54% | 68 |
|
|
2025
Q1 | $1.34M | Buy |
2,179
+359
| +20% | +$220K | 0.55% | 67 |
|
|
2024
Q4 | $1.14M | Buy |
1,820
+181
| +11% | +$114K | 0.46% | 67 |
|
|
2024
Q3 | $1.02M | Buy |
1,639
+15
| +0.9% | +$9.32K | 0.42% | 77 |
|
|
2024
Q2 | $1.07M | Buy |
+1,624
| New | +$1.07M | 0.48% | 70 |
|