Leavell Investment Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $945K | Hold |
1,200
| – | – | 0.04% | 309 |
|
|
2025
Q1 | $737K | Sell |
1,200
-50
| -4% | -$30.7K | 0.04% | 322 |
|
|
2024
Q4 | $786K | Sell |
1,250
-78
| -6% | -$49K | 0.04% | 310 |
|
|
2024
Q3 | $825K | Sell |
1,328
-42
| -3% | -$26.1K | 0.04% | 317 |
|
|
2024
Q2 | $900K | Buy |
1,370
+298
| +28% | +$196K | 0.05% | 284 |
|
|
2024
Q1 | $697K | Buy |
1,072
+78
| +8% | +$50.7K | 0.04% | 310 |
|
|
2023
Q4 | $621K | Buy |
994
+133
| +15% | +$83.1K | 0.04% | 305 |
|
|
2023
Q3 | $440K | Sell |
861
-66
| -7% | -$33.7K | 0.03% | 341 |
|
|
2023
Q2 | $425K | Hold |
927
| – | – | 0.03% | 352 |
|
|
2023
Q1 | $413K | Hold |
927
| – | – | 0.03% | 343 |
|
|
2022
Q4 | $361K | Hold |
927
| – | – | 0.03% | 353 |
|
|
2022
Q3 | $359K | Sell |
927
-52
| -5% | -$20.1K | 0.03% | 351 |
|
|
2022
Q2 | $377K | Buy |
979
+349
| +55% | +$134K | 0.03% | 342 |
|
|
2022
Q1 | $303K | Hold |
630
| – | – | 0.02% | 365 |
|
|
2021
Q4 | $405K | Hold |
630
| – | – | 0.03% | 347 |
|
|
2021
Q3 | $340K | Sell |
630
-43
| -6% | -$23.2K | 0.03% | 333 |
|
|
2021
Q2 | $258K | Hold |
673
| – | – | 0.02% | 353 |
|
|
2021
Q1 | $258K | Hold |
673
| – | – | 0.02% | 353 |
|
|
2020
Q4 | $256K | Hold |
673
| – | – | 0.02% | 345 |
|
|
2020
Q3 | $220K | Buy |
+673
| New | +$220K | 0.02% | 350 |
|