Seven Post Investment Office’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-163,590	Closed	-$102M	–	47
2024 Q3	$102M	Hold	163,590	–	–	15.35%	2
2024 Q2	$108M	Buy	+163,590	New	+$108M	19.91%	2