Physician Wealth Advisors’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$241K	Buy	306 +2	+0.7%	+$1.58K	0.04%	158
2025 Q1	$187K	Sell	304 -19	-6%	-$11.7K	0.03%	191
2024 Q4	$203K	Buy	+323	New	+$203K	0.03%	180
2024 Q3	–	Sell	-318	Closed	-$212K	–	188
2024 Q2	$212K	Buy	+318	New	+$212K	0.04%	173