Perfromance 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
$391K Sell
496
-140
-22% -$110K 0.01% 131
2025
Q1
$390K Sell
636
-30
-5% -$18.4K 0.01% 115
2024
Q4
$419K Sell
666
-56
-8% -$35.2K 0.01% 109
2024
Q3
$448K Buy
+722
New +$448K 0.02% 111