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Evelyn Partners Investment Management’s Intuit INTU Stock Holding History

Evelyn Partners Investment Management’s Portfolio INTU Stock Details INTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$11.8M Sell
20,076
-28,801
-59% -$16.9M 0.49% 41
2025
Q1 		$8.38M Buy
+48,877
New +$8.38M 0.38% 49