Evelyn Partners Investment Management Services’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$11M	Sell	23,156 -44,092	-66%	-$21M	1.47%	23
2025 Q1	$10.8M	Buy	+67,248	New	+$10.8M	1.87%	21