GLLW
Graves Light Lenhart Wealth’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Hold |
392
| – | – | 0.04% | 145 |
|
|
2025
Q1 | $241K | Buy |
392
+1
| +0.3% | +$614 | 0.03% | 161 |
|
|
2024
Q4 | $246K | Hold |
391
| – | – | 0.03% | 159 |
|
|
2024
Q3 | $243K | Sell |
391
-43
| -10% | -$26.7K | 0.03% | 161 |
|
|
2024
Q2 | $282K | Hold |
434
| – | – | 0.03% | 153 |
|
|
2024
Q1 | $282K | Sell |
434
-14
| -3% | -$9.1K | 0.03% | 156 |
|
|
2023
Q4 | $280K | Sell |
448
-14
| -3% | -$8.75K | 0.03% | 150 |
|
|
2023
Q3 | $246K | Hold |
462
| – | – | 0.03% | 153 |
|
|
2023
Q2 | $212K | Buy |
+462
| New | +$212K | 0.03% | 170 |
|
|
2022
Q3 | – | Sell |
-667
| Closed | -$257K | – | 359 |
|
|
2022
Q2 | $257K | Hold |
667
| – | – | 0.04% | 150 |
|
|
2022
Q1 | $321K | Hold |
667
| – | – | 0.04% | 138 |
|
|
2021
Q4 | $429K | Hold |
667
| – | – | 0.06% | 129 |
|
|
2021
Q3 | $360K | Hold |
667
| – | – | 0.06% | 127 |
|
|
2021
Q2 | $327K | Sell |
667
-500
| -43% | -$245K | 0.05% | 133 |
|
|
2021
Q1 | $447K | Buy |
1,167
+4
| +0.3% | +$1.53K | 0.08% | 112 |
|
|
2020
Q4 | $442K | Hold |
1,163
| – | – | 0.08% | 102 |
|
|
2020
Q3 | $379K | Hold |
1,163
| – | – | 0.08% | 103 |
|
|
2020
Q2 | $344K | Hold |
1,163
| – | – | 0.08% | 107 |
|
|
2020
Q1 | $267K | Hold |
1,163
| – | – | 0.07% | 119 |
|
|
2019
Q4 | $305K | Buy |
1,163
+63
| +6% | +$16.5K | 0.06% | 131 |
|
|
2019
Q3 | $283K | Hold |
1,100
| – | – | 0.06% | 135 |
|
|
2019
Q2 | $287K | Hold |
1,100
| – | – | 0.07% | 123 |
|
|
2019
Q1 | $288K | Hold |
1,100
| – | – | 0.07% | 115 |
|
|
2018
Q4 | $217K | Buy |
+1,100
| New | +$217K | 0.06% | 130 |
|