Ethos Financial Group’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$221K Sell
2025
Q1
$319K Hold
2024
Q4
$319K Buy
2024
Q3
$304K Sell
2024
Q2
$616K Buy
2024
Q1
$588K Buy
2023
Q4
$453K Buy
2023
Q3
$284K Sell
2023
Q2
$254K Hold
2023
Q1
$254K Sell
2022
Q4
$399K Buy