Kolinsky Wealth Management’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$749K	Buy	1,192 +19	+2%	+$12.1K	0.46%	36
2024 Q3	$728K	Sell	1,173 -22	-2%	-$14K	0.47%	36
2024 Q2	$785K	Buy	1,195 +77	+7%	+$47.8K	0.56%	31
2024 Q1	$727K	Buy	1,118 +36	+3%	+$23K	0.56%	33
2023 Q4	$676K	Sell	1,082 -38	-3%	-$21K	0.6%	29
2023 Q3	$572K	Buy	1,120 +12	+1%	+$6.07K	0.57%	32
2023 Q2	$505K	Sell	1,108 -278	-20%	-$122K	0.48%	43
2023 Q1	$618K	Buy	1,386 +45	+3%	+$18.5K	0.66%	24
2022 Q4	$522K	Buy	1,341 +85	+7%	+$33.7K	0.6%	30
2022 Q3	$486K	Buy	1,256 +9	+0.7%	+$3.89K	0.61%	31
2022 Q2	$481K	Buy	1,247 +7	+0.6%	+$2.9K	0.57%	33
2022 Q1	$596K	Buy	1,240 +121	+11%	+$62K	0.58%	29
2021 Q4	$720K	Buy	+1,119	New	+$691K	0.67%	21