Putney Financial Group’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$303K Sell
385
-32
-8% -$25.2K 0.31% 52
2025
Q1
$256K Hold
417
0.27% 59
2024
Q4
$262K Buy
+417
New +$262K 0.23% 61