Fiduciary Wealth Partners’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$647K Buy
822
+812
+8,120% +$640K 0.61% 22
2025
Q1
$6.14K Buy
+10
New +$6.14K 0.01% 61