Stamos Capital Partners’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,540	Closed	-$596K	–	155
2022 Q3	$596K	Sell	1,540 -1,270	-45%	-$492K	0.15%	108
2022 Q2	$1.08M	Buy	2,810 +1,010	+56%	+$389K	0.33%	63
2022 Q1	$866K	Buy	+1,800	New	+$866K	0.29%	69