Family Management’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-409	Closed	-$254K	–	202
2024 Q3	$254K	Buy	409 +35	+9%	+$21.7K	0.04%	143
2024 Q2	$246K	Buy	374 +43	+13%	+$28.3K	0.04%	127
2024 Q1	$215K	Buy	+331	New	+$215K	0.04%	143