Mowery & Schoenfeld 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
Q2
$129K Sell
2025
Q1
$108K Buy
2024
Q4
$103K Buy
2024
Q3
$77.6K Hold
2024
Q2
$82.2K Hold
2024
Q1
$81.3K Buy