CBIZ Investment Advisory Services’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$56.7K	Buy	72 +22	+44%	+$17.3K	﹤0.01%	119
2025 Q1	$30.7K	Buy	50 +47	+1,567%	+$28.9K	﹤0.01%	164
2024 Q4	$1.89K	Buy	+3	New	+$1.89K	﹤0.01%	394
2020 Q2	–	Hold	0	–	-$12K	–	167
2020 Q1	–	Hold	0	–	–	–	135