Meridian 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
Q3
$800K Sell
2025
Q2
$927K Sell
2025
Q1
$730K Sell
2024
Q4
$762K Buy
2024
Q3
$722K Buy
2024
Q2
Sell
2024
Q1
$823K Buy
2023
Q4
$775K Sell
2023
Q3
$1.2M Buy
2023
Q2
$605K Buy
2023
Q1
$586K Sell
2022
Q4
$536K Buy
2022
Q3
$315K Sell
2022
Q2
$377K Buy