Golden State Wealth Management’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$279K Buy
354
+18
+5% +$14.2K 0.03% 315
2025
Q1
$206K Buy
336
+1
+0.3% +$614 0.03% 333
2024
Q4
$211K Buy
+335
New +$211K 0.03% 316