Marietta Wealth Management’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.99M	Buy	16,177 +2,665	+20%	+$1.27M	0.83%	55
2025 Q4	$8.95M	Buy	13,512 +505	+4%	+$334K	1.04%	35
2025 Q3	$8.88M	Buy	13,007 +260	+2%	+$187K	1.09%	32
2025 Q2	$10M	Buy	12,747 +188	+1%	+$127K	1.31%	27
2025 Q1	$7.71M	Buy	12,559 +602	+5%	+$362K	1.13%	33
2024 Q4	$7.51M	Buy	11,957 +263	+2%	+$168K	1.08%	32
2024 Q3	$7.26M	Buy	11,694 +362	+3%	+$231K	1.06%	36
2024 Q2	$7.45M	Sell	11,332 -152	-1%	-$94.3K	1.16%	30
2024 Q1	$7.46M	Sell	11,484 -758	-6%	-$484K	1.23%	26
2023 Q4	$7.65M	Sell	12,242 -304	-2%	-$168K	1.36%	23
2023 Q3	$6.41M	Sell	12,546 -17	-0.1%	-$8.6K	1.27%	27
2023 Q2	$5.76M	Buy	12,563 +301	+2%	+$132K	1.08%	38
2023 Q1	$5.47M	Buy	12,262 +17	+0.1%	+$6.98K	1.16%	36
2022 Q4	$4.77M	Buy	12,245 +2,513	+26%	+$997K	1.08%	47
2022 Q3	$3.77M	Buy	9,732 +3,239	+50%	+$1.4M	0.94%	48
2022 Q2	$2.5M	Buy	+6,493	New	+$2.69M	0.61%	66