Planned Solutions’s Intuit INTU Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$529K	Hold	672	–	–	0.2%	58
2025 Q1	$413K	Hold	672	–	–	0.17%	65
2024 Q4	$422K	Hold	672	–	–	0.17%	61
2024 Q3	$417K	Hold	672	–	–	0.17%	61
2024 Q2	$442K	Hold	672	–	–	0.21%	53
2024 Q1	$437K	Hold	672	–	–	0.21%	52
2023 Q4	$420K	Hold	672	–	–	0.2%	49
2023 Q3	$343K	Sell	672 -50	-7%	-$25.5K	0.21%	51
2023 Q2	$331K	Hold	722	–	–	0.2%	51
2023 Q1	$322K	Hold	722	–	–	0.2%	51
2022 Q4	$281K	Hold	722	–	–	0.21%	51
2022 Q3	$280K	Hold	722	–	–	0.23%	46
2022 Q2	$278K	Sell	722 -110	-13%	-$42.4K	0.26%	43
2022 Q1	$400K	Hold	832	–	–	0.28%	40
2021 Q4	$535K	Buy	+832	New	+$535K	0.36%	39
2021 Q2	$408K	Hold	832	–	–	0.28%	41
2021 Q1	$319K	Buy	832 +260	+45%	+$99.7K	0.25%	44
2020 Q4	$217K	Buy	572 +200	+54%	+$75.9K	0.17%	49
2020 Q3	$121K	Buy	+372	New	+$121K	0.12%	73