Spartan Planning & Wealth Management’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$362K	Buy	+459	New	+$362K	0.31%	56
2025 Q1	–	Sell	-569	Closed	-$358K	–	78
2024 Q4	$358K	Buy	+569	New	+$358K	0.33%	51
2023 Q4	$103K	Sell	165 -449	-73%	-$281K	0.11%	92
2023 Q3	$314K	Buy	+614	New	+$314K	0.37%	42