D.B. Root & Company’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-745	Closed	-$341K	–	174
2023 Q2	$341K	Buy	745 +48	+7%	+$22K	0.13%	141
2023 Q1	$311K	Buy	697 +2	+0.3%	+$892	0.12%	143
2022 Q4	$271K	Buy	+695	New	+$271K	0.11%	143