Mattson Financial Services’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.3M	Sell	2,925 -642	-18%	-$506K	0.62%	62
2025 Q1	$2.19M	Buy	3,567 +768	+27%	+$472K	0.66%	56
2024 Q4	$1.74M	Buy	2,799 +311	+13%	+$193K	0.55%	64
2024 Q3	$1.64M	Sell	2,488 -15	-0.6%	-$9.86K	0.59%	59
2024 Q2	$1.64M	Buy	+2,503	New	+$1.64M	0.59%	59