Capital Performance 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	$306K	Sell	388 -35	-8%	-$27.6K	0.06%	153
2025 Q1	$260K	Buy	+423	New	+$260K	0.06%	183
2024 Q4	–	Sell	-29	Closed	-$17.9K	–	1361
2024 Q3	$17.9K	Buy	+29	New	+$17.9K	0.01%	641