CPL
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Capital & Planning LLC’s Intuit INTU Stock Holding History

Capital & Planning LLC’s Portfolio INTU Stock Details INTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.8M Sell
2,282
-34
-1% -$26.8K 1.22% 20
2025
Q1 		$1.42M Buy
2,316
+21
+0.9% +$12.9K 1.06% 22
2024
Q4 		$1.44M Buy
+2,295
New +$1.44M 1.05% 21