Private Client Services’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
$529K Buy
2025
Q2
$607K Buy
2025
Q1
$468K Sell
2024
Q4
$484K Buy
2024
Q3
$478K Buy
2024
Q2
$505K Buy
2024
Q1
$499K Buy
2023
Q4
$458K Buy