ORG Wealth Partners’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$9.41K	Sell	12 -1	-8%	-$784	﹤0.01%	500
2025 Q1	$7.98K	Hold	13	–	–	﹤0.01%	561
2024 Q4	$8.17K	Buy	13 +6	+86%	+$3.77K	﹤0.01%	386
2024 Q3	$4.35K	Buy	+7	New	+$4.35K	﹤0.01%	409