Cornerstone Advisors’s Intuit INTU Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$8.43M	Sell	10,700 -1,800	-14%	-$1.42M	0.29%	91
2025 Q1	$7.67M	Hold	12,500	–	–	0.33%	70
2024 Q4	$7.86M	Sell	12,500 -1,600	-11%	-$1.01M	0.31%	76
2024 Q3	$8.76M	Hold	14,100	–	–	0.35%	69
2024 Q2	$9.27M	Sell	14,100 -800	-5%	-$526K	0.38%	58
2024 Q1	$9.69M	Sell	14,900 -500	-3%	-$325K	0.4%	55
2023 Q4	$9.63M	Sell	15,400 -800	-5%	-$500K	0.42%	57
2023 Q3	$8.28M	Sell	16,200 -800	-5%	-$409K	0.39%	63
2023 Q2	$7.79M	Sell	17,000 -4,000	-19%	-$1.83M	0.37%	78
2023 Q1	$9.36M	Hold	21,000	–	–	0.43%	58
2022 Q4	$8.17M	Hold	21,000	–	–	0.4%	67
2022 Q3	$8.13M	Hold	21,000	–	–	0.4%	70
2022 Q2	$8.09M	Hold	21,000	–	–	0.42%	65
2022 Q1	$10.1M	Hold	21,000	–	–	0.59%	44
2021 Q4	$13.5M	Hold	21,000	–	–	0.73%	35
2021 Q3	$11.3M	Hold	21,000	–	–	0.66%	43
2021 Q2	$10.3M	Buy	21,000 +16,000	+320%	+$7.84M	0.61%	46
2021 Q1	$1.92M	Sell	5,000 -6,000	-55%	-$2.3M	0.17%	135
2020 Q4	$4.18M	Buy	+11,000	New	+$4.18M	0.37%	67
2020 Q2	–	Sell	-20,000	Closed	-$4.6M	–	206
2020 Q1	$4.6M	Buy	20,000 +6,000	+43%	+$1.38M	0.51%	48
2019 Q4	$3.67M	Buy	+14,000	New	+$3.67M	0.3%	98
2019 Q1	$6.01M	Buy	23,000 +2,000	+10%	+$523K	0.49%	59
2018 Q4	$4.13M	Buy	21,000 +12,000	+133%	+$2.36M	0.36%	75
2018 Q3	$2.05M	Sell	9,000 -5,000	-36%	-$1.14M	0.15%	156
2018 Q2	$2.86M	Hold	14,000	–	–	0.35%	84
2018 Q1	$2.43M	Hold	14,000	–	–	0.29%	104
2017 Q4	$2.21M	Hold	14,000	–	–	0.25%	112
2017 Q3	$1.99M	Buy	+14,000	New	+$1.99M	0.23%	131