LA
Legacy Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,776
| Closed | -$4.16M | – | 199 |
|
|
2025
Q1 | $4.16M | Buy |
6,776
+107
| +2% | +$65.7K | 0.43% | 47 |
|
|
2024
Q4 | $4.19M | Buy |
6,669
+336
| +5% | +$211K | 0.41% | 43 |
|
|
2024
Q3 | $3.93M | Buy |
6,333
+242
| +4% | +$150K | 0.43% | 43 |
|
|
2024
Q2 | $4M | Sell |
6,091
-288
| -5% | -$189K | 0.49% | 33 |
|
|
2024
Q1 | $4.15M | Buy |
6,379
+607
| +11% | +$395K | 0.52% | 33 |
|
|
2023
Q4 | $3.61M | Buy |
5,772
+88
| +2% | +$55K | 0.46% | 33 |
|
|
2023
Q3 | $2.9M | Buy |
5,684
+813
| +17% | +$415K | 0.47% | 52 |
|
|
2023
Q2 | $2.23M | Buy |
4,871
+32
| +0.7% | +$14.7K | 0.33% | 72 |
|
|
2023
Q1 | $2.16M | Buy |
4,839
+959
| +25% | +$428K | 0.4% | 62 |
|
|
2022
Q4 | $1.51M | Buy |
3,880
+1,398
| +56% | +$544K | 0.28% | 67 |
|
|
2022
Q3 | $961K | Buy |
2,482
+368
| +17% | +$142K | 0.21% | 74 |
|
|
2022
Q2 | $815K | Buy |
2,114
+583
| +38% | +$225K | 0.17% | 84 |
|
|
2022
Q1 | $736K | Buy |
+1,531
| New | +$736K | 0.14% | 94 |
|