Goldstein Advisors’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$219K Sell
2025
Q2
$304K Buy
2025
Q1
$234K Buy
2024
Q2
Sell
2024
Q1
$247K Sell
2023
Q4
$248K Sell
2023
Q3
$212K Sell
2023
Q2
$206K Sell
2023
Q1
$241K Buy