Monograph Wealth 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
Q2
$5.14M Buy
2025
Q1
$4M Sell
2024
Q4
$4.11M Buy
2024
Q3
$4.05M Hold
2024
Q2
$4.28M Hold
2024
Q1
$4.23M Sell
2023
Q4
$4.72M Sell
2023
Q3
$3.89M Hold
2023
Q2
$3.49M Hold
2023
Q1
$3.39M Buy
2022
Q4
$2.07M Buy
2022
Q3
$2.06M Sell
2022
Q2
$2.93M Sell
2022
Q1
$3.68M Hold
2021
Q4
$4.92M Buy