Simplicity Wealth’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$702K Sell
2025
Q2
$1.28M Buy
2025
Q1
$322K Sell
2024
Q4
$357K Sell
2024
Q3
$365K Sell
2024
Q2
$3.32M Sell
2024
Q1
$3.42M Buy