Three Bridge Wealth Advisors’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
$458K Sell
2025
Q2
$594K Sell
2025
Q1
$1.59M Sell
2024
Q4
$1.63M Buy
2024
Q3
$907K Hold
2024
Q2
$960K Sell
2024
Q1
$1.06M Hold
2023
Q4
$1.02M Hold
2023
Q3
$836K Hold
2023
Q2
$750K Buy
2023
Q1
$333K Hold
2022
Q4
$291K Sell
2022
Q3
$1.3M Hold
2022
Q2
$1.29M Hold
2022
Q1
$1.61M Buy