Fiduciary Family Office’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$356K Sell
452
-272
-38% -$214K 0.12% 141
2025
Q1
$445K Buy
+724
New +$445K 0.15% 132
2024
Q4
Sell
-838
Closed -$520K 142
2024
Q3
$520K Sell
838
-669
-44% -$415K 0.17% 128
2024
Q2
$990K Sell
1,507
-1
-0.1% -$657 0.39% 65
2024
Q1
$980K Buy
1,508
+280
+23% +$182K 0.38% 69
2023
Q4
$768K Buy
+1,228
New +$768K 0.34% 66