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

Spartan Planning & Wealth Management’s Portfolio INTU Stock Details INTU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$362K	Buy
2025 Q1	–	Sell
2024 Q4	$358K	Buy
2023 Q4	$103K	Sell
2023 Q3	$314K	Buy