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Optivise Advisory Services’s Intuit INTU Stock Holding History

Optivise Advisory Services’s Portfolio INTU Stock Details INTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$272K Buy
346
+19
+6% +$15K 0.14% 149
2025
Q1 		$201K Buy
+327
New +$201K 0.11% 191