IMG 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
$156K Buy
198
+21
+12% +$16.5K 0.12% 93
2025
Q1
$109K Sell
177
-28
-14% -$17.2K 0.1% 99
2024
Q4
$129K Buy
+205
New +$129K 0.12% 92