Lee Financial’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-474
| Closed | -$312K | – | 186 |
|
|
2024
Q2 | $312K | Buy |
+474
| New | +$312K | 0.05% | 117 |
|
|
2024
Q1 | – | Sell |
-49
| Closed | -$30.6K | – | 488 |
|
|
2023
Q4 | $30.6K | Buy |
49
+15
| +44% | +$9.38K | 0.01% | 267 |
|
|
2023
Q3 | $17.4K | Buy |
34
+20
| +143% | +$10.2K | ﹤0.01% | 326 |
|
|
2023
Q2 | $6.42K | Hold |
14
| – | – | ﹤0.01% | 474 |
|
|
2023
Q1 | $6.24K | Sell |
14
-3
| -18% | -$1.34K | ﹤0.01% | 496 |
|
|
2022
Q4 | $6.62K | Hold |
17
| – | – | ﹤0.01% | 512 |
|
|
2022
Q3 | $6K | Buy |
17
+1
| +6% | +$353 | ﹤0.01% | 509 |
|
|
2022
Q2 | $6K | Buy |
+16
| New | +$6K | ﹤0.01% | 529 |
|
|
2022
Q1 | – | Sell |
-10
| Closed | -$7K | – | 857 |
|
|
2021
Q4 | $7K | Buy |
10
+4
| +67% | +$2.8K | ﹤0.01% | 550 |
|
|
2021
Q3 | $3K | Buy |
+6
| New | +$3K | ﹤0.01% | 554 |
|