Sage Mountain 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
Q2
$1.32M Buy
2025
Q1
$923K Buy
2024
Q4
$806K Buy
2024
Q3
$725K Buy
2024
Q2
$653K Buy
2024
Q1
$612K Sell
2023
Q4
$604K Buy
2023
Q3
$420K Buy
2023
Q2
$322K Buy
2023
Q1
$251K Buy