Seven Mile Advisory’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$735K Buy
933
+14
+2% +$11K 0.44% 33
2025
Q1
$564K Sell
919
-54
-6% -$33.2K 0.38% 50
2024
Q4
$612K Sell
973
-90
-8% -$56.6K 0.39% 46
2024
Q3
$660K Buy
1,063
+96
+10% +$59.6K 0.44% 40
2024
Q2
$636K Buy
967
+46
+5% +$30.2K 0.47% 41
2024
Q1
$599K Buy
921
+15
+2% +$9.75K 0.45% 44
2023
Q4
$566K Buy
906
+36
+4% +$22.5K 0.49% 44
2023
Q3
$445K Buy
870
+63
+8% +$32.2K 0.47% 52
2023
Q2
$370K Buy
+807
New +$370K 0.43% 56