PFA

Pathway Financial Advisors’s Intuit INTU Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-869	Closed	-$534K	–	152
2025 Q1	$534K	Hold	869	–	–	0.1%	89
2024 Q4	$546K	Hold	869	–	–	0.13%	86
2024 Q3	$540K	Hold	869	–	–	0.14%	85
2024 Q2	$571K	Hold	869	–	–	0.15%	78
2024 Q1	$565K	Hold	869	–	–	0.15%	76
2023 Q4	$543K	Hold	869	–	–	0.16%	77
2023 Q3	$444K	Hold	869	–	–	0.15%	71
2023 Q2	$398K	Hold	869	–	–	0.13%	80
2023 Q1	$387K	Hold	869	–	–	0.13%	82
2022 Q4	$338K	Hold	869	–	–	0.1%	85
2022 Q3	$337K	Hold	869	–	–	0.12%	85
2022 Q2	$335K	Hold	869	–	–	0.14%	84
2022 Q1	$418K	Sell	869 -50	-5%	-$24.1K	0.16%	76
2021 Q4	$510K	Buy	+919	New	+$510K	0.18%	65
2021 Q1	$400K	Hold	919	–	–	0.16%	71
2020 Q4	$359K	Hold	919	–	–	0.15%	70
2020 Q3	$305K	Hold	919	–	–	0.12%	74
2020 Q2	$272K	Hold	919	–	–	0.08%	77
2020 Q1	$201K	Hold	919	–	–	0.07%	95
2019 Q4	$262K	Hold	919	–	–	0.07%	97
2019 Q3	$236K	Hold	919	–	–	0.07%	91
2019 Q2	$240K	Buy	919 +50	+6%	+$13.1K	0.07%	86
2019 Q1	$227K	Buy	+869	New	+$227K	0.07%	88
2018 Q3	–	Sell	-869	Closed	-$178K	–	227
2018 Q2	$178K	Hold	869	–	–	0.1%	96
2018 Q1	$151K	Hold	869	–	–	0.09%	109
2017 Q4	$137K	Buy	+869	New	+$137K	0.08%	120