OneAscent 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
$248K Sell
2025
Q2
$287K Buy
2024
Q4
Sell
2024
Q3
$242K Buy
2021
Q1
Sell
2020
Q4
$1.21M Buy