Clear Creek Financial Management’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$624K Sell
792
-30
-4% -$23.6K 0.06% 313
2025
Q1
$505K Buy
822
+37
+5% +$22.7K 0.05% 307
2024
Q4
$494K Buy
785
+16
+2% +$10.1K 0.05% 294
2024
Q3
$478K Buy
769
+11
+1% +$6.83K 0.05% 277
2024
Q2
$498K Buy
758
+38
+5% +$25K 0.06% 253
2024
Q1
$468K Buy
+720
New +$468K 0.06% 258