LifePlan Investment Advisors’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$310K	Sell	394 -2	-0.5%	-$1.58K	0.15%	91
2025 Q1	$243K	Buy	396 +2	+0.5%	+$1.23K	0.14%	92
2024 Q4	$248K	Sell	394 -1	-0.3%	-$629	0.15%	84
2024 Q3	$245K	Buy	395 +2	+0.5%	+$1.24K	0.16%	80
2024 Q2	$258K	Buy	+393	New	+$258K	0.19%	75