Lee, Danner & Bass’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $933K | Sell |
1,185
-521
| -31% | -$410K | 0.07% | 137 |
|
|
2025
Q1 | $1.05M | Hold |
1,706
| – | – | 0.08% | 131 |
|
|
2024
Q4 | $1.07M | Buy |
1,706
+26
| +2% | +$16.3K | 0.09% | 129 |
|
|
2024
Q3 | $1.04M | Sell |
1,680
-690
| -29% | -$428K | 0.07% | 137 |
|
|
2024
Q2 | $1.56M | Buy |
+2,370
| New | +$1.56M | 0.12% | 114 |
|
|
2023
Q4 | $226K | Buy |
+361
| New | +$226K | 0.02% | 197 |
|