Lake Street Private Wealth’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,375	Closed	-$894K	–	327
2024 Q1	$894K	Buy	+1,375	New	+$894K	0.12%	154
2022 Q1	–	Sell	-330	Closed	-$212K	–	330
2021 Q4	$212K	Buy	+330	New	+$212K	0.04%	306