Soltis 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	$532K	Buy	675 +116	+21%	+$91.4K	0.04%	248
2025 Q1	$343K	Buy	559 +104	+23%	+$63.9K	0.03%	281
2024 Q4	$286K	Buy	455 +27	+6%	+$17K	0.03%	292
2024 Q3	$266K	Buy	428 +52	+14%	+$32.3K	0.03%	296
2024 Q2	$247K	Buy	+376	New	+$247K	0.03%	289