Principia Wealth Advisory’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.2K Buy
13
+4
+44% +$3.15K 0.01% 161
2025
Q1
$5.37K Buy
9
+2
+29% +$1.19K 0.01% 171
2024
Q4
$4.4K Buy
+7
New +$4.4K ﹤0.01% 161