Fiduciary Alliance’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
$1.21M Sell
2025
Q2
$1.4M Buy
2025
Q1
$955K Buy
2024
Q4
$340K Buy
2024
Q3
$258K Buy
2023
Q3
Sell
2023
Q2
$80.2K Buy
2023
Q1
Sell
2022
Q4
$59.2K Buy