Signature Estate & Investment Advisors’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$611K Buy
776
+43
+6% +$33.9K 0.01% 322
2025
Q1
$450K Hold
733
0.01% 364
2024
Q4
$461K Sell
733
-657
-47% -$413K 0.01% 342
2024
Q3
$863K Buy
1,390
+28
+2% +$17.4K 0.02% 222
2024
Q2
$895K Buy
+1,362
New +$895K 0.02% 213