Luminvest 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	$315K	Hold	400	–	–	0.11%	33
2025 Q1	$246K	Hold	400	–	–	0.1%	31
2024 Q4	$251K	Hold	400	–	–	0.1%	30
2024 Q3	$248K	Hold	400	–	–	0.1%	30
2024 Q2	$263K	Buy	+400	New	+$263K	0.12%	29