LSA
L & S Advisors’s Intuit INTU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.29M | Sell |
5,444
-993
| -15% | -$782K | 0.42% | 68 |
|
2025
Q1 | $3.95M | Sell |
6,437
-2,700
| -30% | -$1.66M | 0.49% | 60 |
|
2024
Q4 | $5.74M | Hold |
9,137
| – | – | 0.63% | 52 |
|
2024
Q3 | $5.67M | Sell |
9,137
-5,049
| -36% | -$3.14M | 0.59% | 56 |
|
2024
Q2 | $9.32M | Buy |
14,186
+185
| +1% | +$122K | 1.06% | 22 |
|
2024
Q1 | $9.1M | Sell |
14,001
-1,338
| -9% | -$870K | 1.03% | 21 |
|
2023
Q4 | $9.59M | Sell |
15,339
-447
| -3% | -$279K | 1.17% | 19 |
|
2023
Q3 | $8.07M | Sell |
15,786
-1,791
| -10% | -$915K | 1.16% | 19 |
|
2023
Q2 | $8.05M | Sell |
17,577
-8,608
| -33% | -$3.94M | 1.07% | 20 |
|
2023
Q1 | $11.7M | Sell |
26,185
-1,590
| -6% | -$709K | 1.63% | 6 |
|
2022
Q4 | $10.8M | Buy |
27,775
+2,307
| +9% | +$898K | 2% | 6 |
|
2022
Q3 | $9.86M | Buy |
25,468
+5,332
| +26% | +$2.07M | 1.74% | 7 |
|
2022
Q2 | $7.76M | Hold |
20,136
| – | – | 1.3% | 14 |
|
2022
Q1 | $9.68M | Sell |
20,136
-10,421
| -34% | -$5.01M | 1.15% | 18 |
|
2021
Q4 | $19.7M | Sell |
30,557
-4,088
| -12% | -$2.63M | 2.12% | 5 |
|
2021
Q3 | $18.7M | Sell |
34,645
-854
| -2% | -$461K | 2.02% | 5 |
|
2021
Q2 | $17.4M | Buy |
35,499
+5,473
| +18% | +$2.68M | 1.87% | 7 |
|
2021
Q1 | $11.5M | Sell |
30,026
-3,952
| -12% | -$1.51M | 1.31% | 8 |
|
2020
Q4 | $12.9M | Buy |
33,978
+3,723
| +12% | +$1.41M | 1.5% | 7 |
|
2020
Q3 | $9.87M | Sell |
30,255
-5,827
| -16% | -$1.9M | 1.36% | 8 |
|
2020
Q2 | $10.7M | Buy |
36,082
+4,966
| +16% | +$1.47M | 1.59% | 6 |
|
2020
Q1 | $7.16M | Sell |
31,116
-65
| -0.2% | -$15K | 1.35% | 11 |
|
2019
Q4 | $8.17M | Sell |
31,181
-2,062
| -6% | -$540K | 1.04% | 22 |
|
2019
Q3 | $8.84M | Buy |
33,243
+3,037
| +10% | +$808K | 1.24% | 11 |
|
2019
Q2 | $7.89M | Sell |
30,206
-379
| -1% | -$99K | 1.04% | 19 |
|
2019
Q1 | $8M | Sell |
30,585
-275
| -0.9% | -$71.9K | 1.08% | 20 |
|
2018
Q4 | $6.08M | Sell |
30,860
-420
| -1% | -$82.7K | 1.14% | 21 |
|
2018
Q3 | $7.11M | Sell |
31,280
-2,430
| -7% | -$553K | 0.92% | 30 |
|
2018
Q2 | $6.89M | Buy |
33,710
+305
| +0.9% | +$62.3K | 1.16% | 19 |
|
2018
Q1 | $5.79M | Buy |
33,405
+3,405
| +11% | +$590K | 1.1% | 29 |
|
2017
Q4 | $4.73M | Hold |
30,000
| – | – | 0.73% | 52 |
|
2017
Q3 | $4.26M | Sell |
30,000
-160
| -0.5% | -$22.7K | 0.71% | 51 |
|
2017
Q2 | $4.01M | Sell |
30,160
-3,340
| -10% | -$444K | 0.7% | 48 |
|
2017
Q1 | $3.89M | Hold |
33,500
| – | – | 0.74% | 34 |
|
2016
Q4 | $3.84M | Buy |
+33,500
| New | +$3.84M | 0.87% | 41 |
|