L.J. Altfest & Co’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Hold |
445
| – | – | 0.04% | 266 |
|
|
2025
Q1 | $273K | Buy |
445
+26
| +6% | +$16K | 0.03% | 281 |
|
|
2024
Q4 | $263K | Buy |
419
+1
| +0.2% | +$629 | 0.03% | 284 |
|
|
2024
Q3 | $260K | Sell |
418
-49
| -10% | -$30.5K | 0.03% | 291 |
|
|
2024
Q2 | $307K | Sell |
467
-6
| -1% | -$3.94K | 0.04% | 251 |
|
|
2024
Q1 | $308K | Sell |
473
-146
| -24% | -$95.1K | 0.04% | 257 |
|
|
2023
Q4 | $387K | Hold |
619
| – | – | 0.06% | 217 |
|
|
2023
Q3 | $316K | Hold |
619
| – | – | 0.05% | 233 |
|
|
2023
Q2 | $284K | Hold |
619
| – | – | 0.04% | 248 |
|
|
2023
Q1 | $276K | Sell |
619
-3
| -0.5% | -$1.34K | 0.04% | 232 |
|
|
2022
Q4 | $242K | Sell |
622
-718
| -54% | -$279K | 0.04% | 231 |
|
|
2022
Q3 | $519K | Buy |
1,340
+34
| +3% | +$13.2K | 0.1% | 136 |
|
|
2022
Q2 | $503K | Buy |
1,306
+692
| +113% | +$267K | 0.09% | 147 |
|
|
2022
Q1 | $295K | Hold |
614
| – | – | 0.05% | 206 |
|
|
2021
Q4 | $395K | Sell |
614
-76
| -11% | -$48.9K | 0.08% | 177 |
|
|
2021
Q3 | $372K | Sell |
690
-21
| -3% | -$11.3K | 0.08% | 176 |
|
|
2021
Q2 | $349K | Buy |
711
+100
| +16% | +$49.1K | 0.08% | 188 |
|
|
2021
Q1 | $234K | Hold |
611
| – | – | 0.06% | 240 |
|
|
2020
Q4 | $232K | Buy |
+611
| New | +$232K | 0.06% | 231 |
|