Stoneridge Investment Partners’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-669	Closed	-$411K	–	142
2025 Q1	$411K	Sell	669 -625	-48%	-$384K	0.35%	62
2024 Q4	$813K	Hold	1,294	–	–	0.29%	71
2024 Q3	$804K	Buy	1,294 +73	+6%	+$45.4K	0.3%	70
2024 Q2	$802K	Buy	+1,221	New	+$802K	0.3%	76