Univest Financial’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.65M	Buy	3,359 +63	+2%	+$49.6K	0.16%	102
2025 Q1	$2.02M	Buy	3,296 +407	+14%	+$250K	0.13%	115
2024 Q4	$1.82M	Buy	2,889 +623	+27%	+$392K	0.11%	122
2024 Q3	$1.41M	Buy	+2,266	New	+$1.41M	0.09%	131