Graves Light Lenhart Wealth’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $268K | Hold |
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|
2025
Q2 | $309K | Hold |
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|
2025
Q1 | $241K | Buy |
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|
2024
Q4 | $246K | Hold |
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|
2024
Q3 | $243K | Sell |
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|
2024
Q2 | $282K | Hold |
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|
2024
Q1 | $282K | Sell |
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|
2023
Q4 | $280K | Sell |
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|
2023
Q3 | $246K | Hold |
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|
2023
Q2 | $212K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $257K | Hold |
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|
2022
Q1 | $321K | Hold |
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|
2021
Q4 | $429K | Hold |
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|
2021
Q3 | $360K | Hold |
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|
2021
Q2 | $327K | Sell |
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|
2021
Q1 | $447K | Buy |
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|
2020
Q4 | $442K | Hold |
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|
2020
Q3 | $379K | Hold |
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|
2020
Q2 | $344K | Hold |
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|
2020
Q1 | $267K | Hold |
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|
2019
Q4 | $305K | Buy |
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|
2019
Q3 | $283K | Hold |
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|
2019
Q2 | $287K | Hold |
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|
2019
Q1 | $288K | Hold |
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|
2018
Q4 | $217K | Buy |
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