DLA
Douglas Lane & Associates’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.3M | Buy |
44,880
+10,822
| +32% | +$8.52M | 0.51% | 77 |
|
|
2025
Q1 | $20.9M | Buy |
34,058
+9,392
| +38% | +$5.77M | 0.31% | 99 |
|
|
2024
Q4 | $15.5M | Buy |
24,666
+12,916
| +110% | +$8.12M | 0.22% | 108 |
|
|
2024
Q3 | $7.3M | Buy |
11,750
+10,123
| +622% | +$6.29M | 0.1% | 125 |
|
|
2024
Q2 | $1.07M | Buy |
1,627
+118
| +8% | +$77.6K | 0.02% | 157 |
|
|
2024
Q1 | $981K | Buy |
1,509
+756
| +100% | +$491K | 0.01% | 160 |
|
|
2023
Q4 | $471K | Sell |
753
-14
| -2% | -$8.75K | 0.01% | 183 |
|
|
2023
Q3 | $392K | Buy |
767
+50
| +7% | +$25.5K | 0.01% | 186 |
|
|
2023
Q2 | $329K | Hold |
717
| – | – | 0.01% | 193 |
|
|
2023
Q1 | $320K | Hold |
717
| – | – | 0.01% | 199 |
|
|
2022
Q4 | $279K | Buy |
+717
| New | +$279K | ﹤0.01% | 205 |
|
|
2022
Q2 | – | Sell |
-437
| Closed | -$210K | – | 220 |
|
|
2022
Q1 | $210K | Hold |
437
| – | – | ﹤0.01% | 221 |
|
|
2021
Q4 | $281K | Sell |
437
-80
| -15% | -$51.4K | ﹤0.01% | 208 |
|
|
2021
Q3 | $279K | Sell |
517
-12
| -2% | -$6.48K | ﹤0.01% | 201 |
|
|
2021
Q2 | $259K | Sell |
529
-30
| -5% | -$14.7K | ﹤0.01% | 202 |
|
|
2021
Q1 | $214K | Buy |
559
+12
| +2% | +$4.59K | ﹤0.01% | 208 |
|
|
2020
Q4 | $208K | Buy |
+547
| New | +$208K | ﹤0.01% | 206 |
|