Tanager Wealth Management’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
$333K Buy
2025
Q2
$366K Buy
2025
Q1
$284K Buy
2024
Q4
$270K Sell
2024
Q3
$412K Buy
2024
Q2
$404K Hold
2024
Q1
$399K Hold
2023
Q4
$384K Hold
2023
Q3
$314K Sell
2023
Q2
$329K Sell
2023
Q1
$337K Sell
2022
Q4
$360K Buy
2022
Q3
$289K Buy