Patrick M. Sweeney & Associates’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$313K	Hold	401	–	–	0.22%	115
2025 Q1	$246K	Hold	401	–	–	0.18%	130
2024 Q4	$252K	Buy	401 +45	+13%	+$28.3K	0.19%	125
2024 Q3	$221K	Buy	356 +51	+17%	+$31.7K	0.16%	138
2024 Q2	$200K	Buy	+305	New	+$200K	0.16%	139