Chancellor Financial Group WB’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$265K Hold
337
0.21% 100
2025
Q1
$207K Hold
337
0.17% 123
2024
Q4
$212K Buy
+337
New +$212K 0.17% 118