Tradition Wealth Management’s Intuit INTU Stock Holding History

Tradition Wealth Management’s Portfolio INTU Stock Details INTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-74	Closed	-$46K	–	788
2023 Q4	$46K	Buy	74 +8	+12%	+$4.41K	﹤0.01%	649
2023 Q3	$34K	Hold	66	–	–	﹤0.01%	695
2023 Q2	$30K	Buy	66 +6	+10%	+$2.63K	﹤0.01%	769
2023 Q1	$27K	Buy	60 +15	+33%	+$6.16K	﹤0.01%	762
2022 Q4	$18K	Hold	45	–	–	﹤0.01%	774
2022 Q3	$18K	Buy	45 +3	+7%	+$1.3K	﹤0.01%	787
2022 Q2	$16K	Hold	42	–	–	﹤0.01%	696
2022 Q1	$20K	Buy	42 +12	+40%	+$6.14K	﹤0.01%	716
2021 Q4	$19K	Hold	30	–	–	﹤0.01%	746
2021 Q3	$16K	Hold	30	–	–	﹤0.01%	781
2021 Q2	$15K	Hold	30	–	–	﹤0.01%	831
2021 Q1	$11K	Hold	30	–	–	﹤0.01%	776
2020 Q4	$11K	Buy	+30	New	+$10.5K	﹤0.01%	707

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return