Consolidated Planning Corp’s Intuit INTU Stock Holding History

Consolidated Planning Corp’s Portfolio INTU Stock Details INTU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.36M	Buy
2025 Q4	$323K	Sell
2025 Q3	$1.7M	Buy
2025 Q1	–	Sell
2024 Q4	$830K	Sell
2024 Q3	$913K	Buy
2022 Q4	–	Sell
2022 Q3	$1.18M	Buy
2022 Q2	$1.1M	Buy