Quantum Financial 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
$240K Hold
2025
Q2
$277K Sell
2025
Q1
$231K Sell
2024
Q4
$246K Hold
2024
Q3
$243K Hold
2024
Q2
$257K Hold
2024
Q1
$255K Sell
2023
Q4
$250K Buy
2023
Q3
$201K Buy