Marks Group 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
2025
Q2
$9.84M Sell
2025
Q1
$8.62M Buy
2022
Q3
Sell
2022
Q2
$630K Buy
2022
Q1
$730K Buy
2021
Q4
$866K Buy