WealthPLAN Partners’s Intuit INTU Stock Holding History

WealthPLAN Partners’s Portfolio INTU Stock Details INTU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$239K	Buy
2023 Q3	–	Sell
2023 Q2	$35.3K	Hold
2023 Q1	$34.3K	Buy
2016 Q3	$12.3K	Sell
2016 Q2	$12.5K	Buy
2015 Q4	$7.72K	Buy