UHLMANN PRICE SECURITIES’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.72M	Sell	8,535 -1,137	-12%	-$895K	4.8%	2
2025 Q1	$5.94M	Buy	9,672 +286	+3%	+$176K	4.37%	2
2024 Q4	$5.9M	Sell	9,386 -427	-4%	-$268K	4.45%	3
2024 Q3	$5.85M	Buy	+9,813	New	+$5.85M	4.65%	3