Wellspring Financial Advisors’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
-351
Closed -$169K 120
2022
Q1
$169K Buy
351
+6
+2% +$2.89K 0.05% 98
2021
Q4
$222K Buy
+345
New +$222K 0.06% 92