Burling Wealth Partners’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.66M Buy
7,183
+953
+15% +$751K 1.04% 25
2025
Q1
$3.83M Buy
6,230
+1,547
+33% +$950K 0.81% 39
2024
Q4
$2.94M Buy
+4,683
New +$2.94M 0.6% 44