Pacific Wealth Management’s Intuit INTU Stock Holding History

Pacific Wealth Management’s Portfolio INTU Stock Details INTU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$404K	Hold
2025 Q2	$466K	Sell
2025 Q1	$386K	Hold
2024 Q4	$395K	Sell
2024 Q3	$411K	Sell
2024 Q2	$501K	Buy
2024 Q1	$383K	Hold
2023 Q4	$383K	Buy
2023 Q3	$260K	Buy