Matrix Asset Advisors’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$308K Buy
2025
Q2
$354K Hold
2025
Q1
$276K Sell
2024
Q4
$440K Buy
2024
Q3
$279K Hold
2024
Q2
$296K Hold
2024
Q1
$293K Hold
2023
Q4
$281K Hold
2023
Q3
$230K Hold
2023
Q2
$206K Hold
2023
Q1
$201K Buy