Catalyst Financial 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
$916K Buy
1,163
+68
+6% +$53.6K 0.1% 90
2025
Q1
$672K Buy
1,095
+51
+5% +$31.3K 0.12% 112
2024
Q4
$656K Buy
1,044
+32
+3% +$20.1K 0.12% 104
2024
Q3
$628K Buy
1,012
+64
+7% +$39.7K 0.12% 106
2024
Q2
$623K Buy
948
+25
+3% +$16.4K 0.14% 99
2024
Q1
$566K Buy
923
+43
+5% +$26.4K 0.15% 94
2023
Q4
$550K Buy
880
+98
+13% +$61.3K 0.16% 87
2023
Q3
$400K Buy
782
+55
+8% +$28.1K 0.13% 117
2023
Q2
$333K Buy
727
+109
+18% +$49.9K 0.12% 125
2023
Q1
$276K Buy
618
+100
+19% +$44.6K 0.12% 132
2022
Q4
$202K Buy
+518
New +$202K 0.1% 156