LNWWM
Laird Norton Wetherby Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.75M | Buy |
+9,844
| New | +$7.75M | 0.35% | 41 |
|
|
2024
Q4 | $5.69M | Sell |
9,055
-531
| -6% | -$334K | 0.27% | 56 |
|
|
2024
Q3 | $5.95M | Sell |
9,586
-94
| -1% | -$58.4K | 0.27% | 61 |
|
|
2024
Q2 | $6.36M | Sell |
9,680
-417
| -4% | -$274K | 0.3% | 52 |
|
|
2024
Q1 | $6.56M | Sell |
10,097
-64
| -0.6% | -$41.6K | 0.31% | 54 |
|
|
2023
Q4 | $6.35M | Sell |
10,161
-26
| -0.3% | -$16.3K | 0.33% | 51 |
|
|
2023
Q3 | $5.2M | Buy |
10,187
+63
| +0.6% | +$32.2K | 0.3% | 59 |
|
|
2023
Q2 | $4.64M | Buy |
10,124
+231
| +2% | +$106K | 0.25% | 69 |
|
|
2023
Q1 | $4.41M | Buy |
9,893
+2
| +0% | +$892 | 0.26% | 69 |
|
|
2022
Q4 | $3.85M | Sell |
9,891
-194
| -2% | -$75.5K | 0.25% | 80 |
|
|
2022
Q3 | $3.91M | Buy |
10,085
+701
| +7% | +$272K | 0.28% | 63 |
|
|
2022
Q2 | $3.62M | Buy |
9,384
+646
| +7% | +$249K | 0.25% | 73 |
|
|
2022
Q1 | $4.2M | Sell |
8,738
-364
| -4% | -$175K | 0.24% | 71 |
|
|
2021
Q4 | $5.85M | Sell |
9,102
-234
| -3% | -$150K | 0.33% | 52 |
|
|
2021
Q3 | $5.04M | Sell |
9,336
-75
| -0.8% | -$40.5K | 0.31% | 59 |
|
|
2021
Q2 | $4.61M | Buy |
9,411
+470
| +5% | +$230K | 0.28% | 63 |
|
|
2021
Q1 | $3.43M | Sell |
8,941
-376
| -4% | -$144K | 0.26% | 74 |
|
|
2020
Q4 | $3.54M | Sell |
9,317
-534
| -5% | -$203K | 0.24% | 76 |
|
|
2020
Q3 | $3.21M | Buy |
9,851
+98
| +1% | +$32K | 0.29% | 70 |
|
|
2020
Q2 | $2.89M | Sell |
9,753
-797
| -8% | -$236K | 0.27% | 74 |
|
|
2020
Q1 | $2.43M | Buy |
10,550
+678
| +7% | +$156K | 0.27% | 80 |
|
|
2019
Q4 | $2.59M | Sell |
9,872
-554
| -5% | -$145K | 0.25% | 89 |
|
|
2019
Q3 | $2.77M | Buy |
10,426
+846
| +9% | +$225K | 0.29% | 77 |
|
|
2019
Q2 | $2.5M | Buy |
9,580
+961
| +11% | +$251K | 0.27% | 80 |
|
|
2019
Q1 | $2.25M | Sell |
8,619
-221
| -3% | -$57.8K | 0.28% | 78 |
|
|
2018
Q4 | $1.74M | Buy |
8,840
+433
| +5% | +$85.3K | 0.25% | 86 |
|
|
2018
Q3 | $1.91M | Sell |
8,407
-43
| -0.5% | -$9.77K | 0.24% | 92 |
|
|
2018
Q2 | $1.73M | Buy |
8,450
+358
| +4% | +$73.2K | 0.23% | 93 |
|
|
2018
Q1 | $1.4M | Buy |
8,092
+711
| +10% | +$123K | 0.19% | 110 |
|
|
2017
Q4 | $1.17M | Buy |
7,381
+250
| +4% | +$39.5K | 0.16% | 146 |
|
|
2017
Q3 | $1.01M | Buy |
7,131
+91
| +1% | +$12.9K | 0.15% | 159 |
|
|
2017
Q2 | $935K | Buy |
7,040
+27
| +0.4% | +$3.59K | 0.16% | 161 |
|
|
2017
Q1 | $813K | Buy |
7,013
+194
| +3% | +$22.5K | 0.15% | 173 |
|
|
2016
Q4 | $781K | Buy |
6,819
+93
| +1% | +$10.7K | 0.15% | 153 |
|
|
2016
Q3 | $740K | Sell |
6,726
-40
| -0.6% | -$4.4K | 0.15% | 168 |
|
|
2016
Q2 | $755K | Sell |
6,766
-170
| -2% | -$19K | 0.17% | 142 |
|
|
2016
Q1 | $722K | Buy |
6,936
+786
| +13% | +$81.8K | 0.17% | 133 |
|
|
2015
Q4 | $593K | Buy |
6,150
+95
| +2% | +$9.16K | 0.14% | 166 |
|
|
2015
Q3 | $538K | Buy |
6,055
+629
| +12% | +$55.9K | 0.14% | 178 |
|
|
2015
Q2 | $546K | Buy |
5,426
+90
| +2% | +$9.06K | 0.13% | 189 |
|
|
2015
Q1 | $517K | Buy |
5,336
+300
| +6% | +$29.1K | 0.13% | 196 |
|
|
2014
Q4 | $464K | Sell |
5,036
-2
| -0% | -$184 | 0.12% | 200 |
|
|
2014
Q3 | $442K | Sell |
5,038
-78
| -2% | -$6.84K | 0.12% | 201 |
|
|
2014
Q2 | $412K | Sell |
5,116
-91
| -2% | -$7.33K | 0.12% | 216 |
|
|
2014
Q1 | $405K | Buy |
5,207
+3
| +0.1% | +$233 | 0.12% | 221 |
|
|
2013
Q4 | $397K | Sell |
5,204
-85
| -2% | -$6.48K | 0.11% | 228 |
|
|
2013
Q3 | $351K | Buy |
5,289
+615
| +13% | +$40.8K | 0.11% | 232 |
|
|
2013
Q2 | $285K | Buy |
+4,674
| New | +$285K | 0.1% | 245 |
|