Resurgent Financial Advisors’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-163
Closed -$102K 328
2023
Q4
$102K Buy
163
+2
+1% +$1.25K 0.06% 243
2023
Q3
$82.3K Sell
161
-13
-7% -$6.64K 0.06% 250
2023
Q2
$79.7K Buy
174
+5
+3% +$2.29K 0.05% 263
2023
Q1
$75.3K Sell
169
-34
-17% -$15.2K 0.05% 265
2022
Q4
$79K Buy
+203
New +$79K 0.04% 342