Congress Wealth Management’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.01M	Buy	5,099 +1,011	+25%	+$684K	0.04%	429
2025 Q1	$2.51M	Sell	4,088 -26,119	-86%	-$15.7M	0.03%	448
2024 Q4	$19M	Buy	30,207 +584	+2%	+$373K	0.26%	108
2024 Q3	$18.4M	Buy	29,623 +659	+2%	+$421K	0.25%	111
2024 Q2	$19M	Buy	28,964 +1,328	+5%	+$824K	0.3%	84
2024 Q1	$18M	Buy	27,636 +252	+0.9%	+$161K	0.31%	83
2023 Q4	$17.1M	Buy	27,384 +617	+2%	+$340K	0.31%	76
2023 Q3	$13.7M	Buy	26,767 +852	+3%	+$431K	0.28%	91
2023 Q2	$11.9M	Buy	25,915 +195	+0.8%	+$85.4K	0.28%	112
2023 Q1	$11.5M	Buy	25,720 +972	+4%	+$399K	0.28%	106
2022 Q4	$9.63M	Sell	24,748 -638	-3%	-$253K	0.25%	127
2022 Q3	$9.83M	Buy	25,386 +997	+4%	+$431K	0.27%	107
2022 Q2	$9.4M	Sell	24,389 -91	-0.4%	-$37.7K	0.24%	126
2022 Q1	$11.8M	Buy	24,480 +603	+3%	+$309K	0.26%	101
2021 Q4	$15.4M	Buy	+23,877	New	+$14.7M	0.31%	85