First Affirmative Financial Network’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$615K Sell
2024
Q4
$710K Sell
2024
Q3
$758K Sell
2024
Q2
$839K Sell
2024
Q1
$848K Sell
2023
Q4
$828K Buy
2023
Q3
$670K Buy
2023
Q2
$544K Buy
2023
Q1
$410K Buy
2022
Q4
$338K Buy
2022
Q3
$253K Buy
2022
Q2
$250K Sell
2022
Q1
$312K Sell
2021
Q4
$447K Sell
2021
Q3
$379K Buy