Elser Financial Planning’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$356K Buy
451
+21
+5% +$16.6K 0.44% 43
2025
Q1
$264K Buy
+430
New +$264K 0.37% 51