Powell Investment Advisors’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$357K Hold
2025
Q2
$412K Hold
2025
Q1
$321K Hold
2024
Q4
$329K Hold
2024
Q3
$325K Buy
2024
Q2
$332K Buy
2024
Q1
$289K Hold
2023
Q4
$278K Hold
2023
Q3
$227K Buy