SPW
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Sonoma Private Wealth’s Intuit INTU Stock Holding History

Sonoma Private Wealth’s Portfolio INTU Stock Details INTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-687
Closed -$268K – 75
2022
Q4 		$268K Buy
+687
New +$268K 0.59% 59