Roman Butler Fullerton & Co’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$218K	Buy	+277	New	+$218K	0.06%	234
2025 Q1	–	Sell	-640	Closed	-$388K	–	236
2024 Q4	$388K	Buy	640 +11	+2%	+$6.67K	0.12%	159
2024 Q3	$389K	Sell	629 -15	-2%	-$9.27K	0.12%	171
2024 Q2	$408K	Buy	+644	New	+$408K	0.13%	152