Latko 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	$506K	Buy	642 +1	+0.2%	+$788	0.28%	22
2025 Q1	$394K	Sell	641 -14	-2%	-$8.61K	0.26%	20
2024 Q4	$412K	Buy	655 +1	+0.2%	+$629	0.24%	23
2024 Q3	$406K	Buy	+654	New	+$406K	0.25%	24