WMS Partners’s Intuit INTU Stock Holding History

WMS Partners’s Portfolio INTU Stock Details INTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$350K	Buy
2024 Q3	$235K	Buy
2024 Q2	$246K	Sell
2024 Q1	$280K	Buy
2023 Q4	$246K	Buy
2022 Q1	–	Sell
2021 Q4	$216K	Buy
2020 Q1	–	Sell
2019 Q4	$202K	Buy