SageView Advisory Group’s Intuit INTU Stock Holding History

SageView Advisory Group’s Portfolio INTU Stock Details INTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$482K	Buy
2025 Q2	$463K	Buy
2025 Q1	$321K	Buy
2024 Q4	$326K	Buy
2024 Q3	$261K	Sell
2024 Q2	$789K	Buy
2024 Q1	–	Sell
2023 Q4	$767K	Buy
2023 Q3	$249K	Buy
2023 Q2	$216K	Buy