Lifeworks Advisors’s Intuit INTU Stock Holding History

Lifeworks Advisors’s Portfolio INTU Stock Details INTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$307K	Buy
2024 Q4	$202K	Buy
2023 Q1	–	Sell
2022 Q4	$229K	Hold
2022 Q3	$251K	Sell
2022 Q2	$954K	Buy
2022 Q1	$1.01M	Buy
2021 Q4	$618K	Buy