Kelleher Financial Advisors’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-716
Closed -$275K 133
2022
Q2
$275K Buy
+716
New +$275K 0.12% 111
2021
Q4
Sell
-600
Closed -$323K 136
2021
Q3
$323K Buy
+600
New +$323K 0.14% 123