Epic Trust Investment Advisors’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$716K Buy
2024
Q1
$579K Buy
2023
Q4
$540K Buy
2023
Q3
$415K Sell
2023
Q2
$391K Sell
2023
Q1
$482K Sell
2022
Q4
$523K Sell
2022
Q3
$541K Buy