MSWA
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Marshall & Sterling Wealth Advisors’s Intuit INTU Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio INTU Stock Details INTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.15K Hold
4
– – ﹤0.01% 520
2025
Q1 		$2.46K Sell
4
-848
-100% -$521K ﹤0.01% 528
2024
Q4 		$535K Buy
+852
New +$535K 0.37% 54