Morton Brown Family Wealth’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.3K Hold
8
﹤0.01% 221
2025
Q1
$4.91K Buy
+8
New +$4.91K ﹤0.01% 236
2022
Q3
Sell
-1
Closed 273
2022
Q2
$0 Buy
+1
New ﹤0.01% 286