CM Wealth Advisors’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,136	Closed	-$728K	–	122
2024 Q1	$728K	Buy	+1,136	New	+$728K	0.21%	53
2023 Q3	–	Sell	-1,328	Closed	-$680K	–	121
2023 Q2	$680K	Buy	+1,328	New	+$680K	0.22%	51