Premier Path 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
$1.76M Buy
2,236
+202
+10% +$159K 0.25% 97
2025
Q1
$1.25M Buy
2,034
+112
+6% +$68.8K 0.19% 129
2024
Q4
$1.21M Sell
1,922
-59
-3% -$37.1K 0.18% 130
2024
Q3
$1.23M Buy
1,981
+24
+1% +$14.9K 0.19% 131
2024
Q2
$1.29M Buy
1,957
+38
+2% +$25K 0.22% 112
2024
Q1
$1.25M Sell
1,919
-11
-0.6% -$7.16K 0.24% 109
2023
Q4
$1.18M Buy
+1,930
New +$1.18M 0.26% 96