Resonant Capital Advisors’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$612K Buy
777
+292
+60% +$230K 0.04% 214
2025
Q1
$298K Buy
485
+59
+14% +$36.2K 0.02% 291
2024
Q4
$268K Buy
426
+87
+26% +$54.7K 0.02% 288
2024
Q3
$211K Buy
+339
New +$211K 0.02% 337