McClarren Financial Advisors’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	–	Sell	-662	Closed	-$298K	–	81
2025 Q4	$298K	Buy	662 +213	+47%	+$141K	0.18%	65
2025 Q3	$307K	Sell	449 -1	-0.2%	-$721	0.19%	64
2025 Q2	$354K	Buy	+450	New	+$305K	0.23%	55
2025 Q1	–	Sell	-449	Closed	-$282K	–	323
2024 Q4	$282K	Buy	+449	New	+$287K	0.79%	21
2024 Q3	–	Sell	-657	Closed	-$295K	–	293
2024 Q2	$295K	Buy	657 +205	+45%	+$127K	0.21%	58
2024 Q1	$294K	Buy	452 +1	+0.2%	+$638	0.21%	58
2023 Q4	$282K	Buy	451 +1	+0.2%	+$552	0.21%	58
2023 Q3	$230K	Buy	450 +1	+0.2%	+$506	0.2%	59
2023 Q2	$205K	Sell	449 -1	-0.2%	-$438	0.17%	65
2023 Q1	$200K	Buy	450 +1	+0.2%	+$411	0.18%	64
2022 Q4	$175K	Sell	449 -1	-0.2%	-$397	0.17%	70
2022 Q3	$174K	Buy	+450	New	+$194K	0.17%	66
2022 Q2	–	Sell	-450	Closed	-$216K	–	140
2022 Q1	$216K	Hold	450	–	–	0.16%	59
2021 Q4	$290K	Buy	+450	New	+$278K	0.2%	51