Trevian Wealth Management’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-438	Closed	-$210K	–	37
2022 Q1	$210K	Hold	438	–	–	0.2%	38
2021 Q4	$282K	Buy	+438	New	+$282K	0.27%	33