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Whipplewood Advisors’s Intuit INTU Stock Holding History

Whipplewood Advisors’s Portfolio INTU Stock Details INTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$113K Buy
143
+78
+120% +$61.4K 0.06% 221
2025
Q1 		$63.9K Sell
65
-33
-34% -$32.4K 0.04% 274
2024
Q4 		$61.6K Buy
+98
New +$61.6K 0.04% 284