LifePlan Investment Advisors’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$268K Sell
2025
Q2
$310K Sell
2025
Q1
$243K Buy
2024
Q4
$248K Sell
2024
Q3
$245K Buy
2024
Q2
$258K Buy