Fiduciary Financial Group’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$209K	Buy	+268	New	+$209K	0.04%	289
2025 Q1	–	Sell	-918	Closed	-$572K	–	306
2024 Q4	$572K	Buy	918 +16	+2%	+$9.98K	0.12%	108
2024 Q3	$553K	Hold	902	–	–	0.13%	97
2024 Q2	$601K	Buy	+902	New	+$601K	0.15%	91