Lake Street Advisors Group’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.16M | Buy |
5,033
+216
| +4% | +$136K | 0.15% | 93 |
|
|
2024
Q3 | $2.99M | Buy |
4,817
+267
| +6% | +$166K | 0.14% | 81 |
|
|
2024
Q2 | $2.99M | Sell |
4,550
-257
| -5% | -$169K | 0.14% | 94 |
|
|
2024
Q1 | $3.12M | Sell |
4,807
-31
| -0.6% | -$20.2K | 0.15% | 98 |
|
|
2023
Q4 | $3.02M | Buy |
+4,838
| New | +$3.02M | 0.15% | 93 |
|
|
2021
Q3 | – | Sell |
-4,258
| Closed | -$2.29M | – | 325 |
|
|
2021
Q2 | $2.29M | Buy |
4,258
+31
| +0.7% | +$16.6K | 0.17% | 63 |
|
|
2021
Q1 | $1.62M | Sell |
4,227
-492
| -10% | -$188K | 0.13% | 69 |
|
|
2020
Q4 | $1.79M | Buy |
4,719
+3,069
| +186% | +$1.17M | 0.15% | 65 |
|
|
2020
Q3 | $538K | Buy |
1,650
+332
| +25% | +$108K | 0.05% | 135 |
|
|
2020
Q2 | $390K | Sell |
1,318
-88
| -6% | -$26K | 0.04% | 161 |
|
|
2020
Q1 | $323K | Buy |
1,406
+319
| +29% | +$73.3K | 0.04% | 164 |
|
|
2019
Q4 | $285K | Buy |
1,087
+42
| +4% | +$11K | 0.03% | 192 |
|
|
2019
Q3 | $257K | Buy |
1,045
+68
| +7% | +$16.7K | 0.03% | 179 |
|
|
2019
Q2 | $255K | Buy |
977
+63
| +7% | +$16.4K | 0.03% | 173 |
|
|
2019
Q1 | $239K | Buy |
+914
| New | +$239K | 0.03% | 186 |
|
|
2018
Q3 | – | Sell |
-1,217
| Closed | -$249K | – | 267 |
|
|
2018
Q2 | $249K | Sell |
1,217
-98
| -7% | -$20.1K | 0.02% | 265 |
|
|
2018
Q1 | $228K | Buy |
1,315
+46
| +4% | +$7.98K | 0.03% | 270 |
|
|
2017
Q4 | $200K | Buy |
+1,269
| New | +$200K | 0.02% | 309 |
|