Papamarkou Wellner Asset Management’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.94M	Sell	2,461 -139	-5%	-$109K	1.28%	27
2025 Q1	$1.6M	Sell	2,600 -550	-17%	-$338K	1.11%	34
2024 Q4	$1.68M	Buy	+3,150	New	+$1.68M	1.15%	31