Cromwell Holdings’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$648K	Sell	823 -33	-4%	-$26K	0.39%	41
2025 Q1	$526K	Sell	856 -22	-3%	-$13.5K	0.34%	52
2024 Q4	$552K	Buy	878 +55	+7%	+$34.6K	0.32%	49
2024 Q3	$511K	Hold	823	–	–	0.33%	55
2024 Q2	$541K	Buy	+823	New	+$541K	0.32%	49