Compass Ion Advisors’s Intuit INTU Stock Holding History

Compass Ion Advisors’s Portfolio INTU Stock Details INTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$230K	Buy
2024 Q4	$233K	Sell
2024 Q3	$232K	Sell
2024 Q2	$250K	Hold
2024 Q1	$250K	Hold
2023 Q4	$240K	Sell
2023 Q3	$205K	Buy