Kestra Investment 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
$676K Buy
949
+535
+129% +$381K 0.01% 335
2025
Q1
$254K Sell
414
-83
-17% -$51K 0.01% 350
2024
Q4
$312K Buy
497
+118
+31% +$74.2K 0.01% 295
2024
Q3
$235K Buy
+379
New +$235K 0.01% 298