Richard W. Paul & 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
$1.1M Buy
1,394
+3
+0.2% +$2.36K 0.4% 63
2025
Q1
$854K Buy
1,391
+45
+3% +$27.6K 0.33% 74
2024
Q4
$846K Buy
1,346
+28
+2% +$17.6K 0.31% 91
2024
Q3
$819K Sell
1,318
-16
-1% -$9.94K 0.29% 98
2024
Q2
$877K Buy
1,334
+48
+4% +$31.6K 0.34% 79
2024
Q1
$836K Sell
1,286
-30
-2% -$19.5K 0.33% 80
2023
Q4
$823K Sell
1,316
-86
-6% -$53.8K 0.35% 76
2023
Q3
$716K Sell
1,402
-115
-8% -$58.8K 0.33% 84
2023
Q2
$695K Buy
1,517
+150
+11% +$68.7K 0.3% 93
2023
Q1
$610K Buy
1,367
+123
+10% +$54.9K 0.28% 99
2022
Q4
$484K Buy
+1,244
New +$484K 0.24% 99