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Worth Asset Management’s Intuit INTU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.42M Buy
+1,802
New +$1.42M 0.7% 30
2023
Q4
Sell
-3,973
Closed -$2.03M 122
2023
Q3
$2.03M Buy
+3,973
New +$2.03M 1.64% 14