LB
Legacy Bridge’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $553K | Sell |
702
-80
| -10% | -$63K | 0.26% | 103 |
|
|
2025
Q1 | $480K | Hold |
782
| – | – | 0.27% | 108 |
|
|
2024
Q4 | $491K | Sell |
782
-20
| -2% | -$12.6K | 0.26% | 110 |
|
|
2024
Q3 | $498K | Sell |
802
-5
| -0.6% | -$3.11K | 0.27% | 107 |
|
|
2024
Q2 | $530K | Hold |
807
| – | – | 0.31% | 99 |
|
|
2024
Q1 | $525K | Buy |
807
+20
| +3% | +$13K | 0.31% | 96 |
|
|
2023
Q4 | $492K | Buy |
787
+5
| +0.6% | +$3.13K | 0.32% | 96 |
|
|
2023
Q3 | $400K | Hold |
782
| – | – | 0.28% | 105 |
|
|
2023
Q2 | $358K | Hold |
782
| – | – | 0.24% | 117 |
|
|
2023
Q1 | $349K | Hold |
782
| – | – | 0.24% | 117 |
|
|
2022
Q4 | $304K | Buy |
782
+87
| +13% | +$33.9K | 0.22% | 120 |
|
|
2022
Q3 | $269K | Hold |
695
| – | – | 0.21% | 121 |
|
|
2022
Q2 | $268K | Hold |
695
| – | – | 0.2% | 124 |
|
|
2022
Q1 | $334K | Hold |
695
| – | – | 0.2% | 129 |
|
|
2021
Q4 | $447K | Sell |
695
-125
| -15% | -$80.4K | 0.23% | 122 |
|
|
2021
Q3 | $442K | Sell |
820
-10
| -1% | -$5.39K | 0.25% | 119 |
|
|
2021
Q2 | $407K | Hold |
830
| – | – | 0.23% | 122 |
|
|
2021
Q1 | $318K | Buy |
830
+200
| +32% | +$76.6K | 0.21% | 120 |
|
|
2020
Q4 | $239K | Hold |
630
| – | – | 0.17% | 126 |
|
|
2020
Q3 | $206K | Hold |
630
| – | – | 0.19% | 123 |
|
|
2020
Q2 | $187K | Hold |
630
| – | – | 0.21% | 121 |
|
|
2020
Q1 | $145K | Buy |
630
+125
| +25% | +$28.8K | 0.18% | 126 |
|
|
2019
Q4 | $132K | Hold |
505
| – | – | 0.11% | 151 |
|
|
2019
Q3 | $134K | Hold |
505
| – | – | 0.13% | 145 |
|
|
2019
Q2 | $132K | Hold |
505
| – | – | 0.13% | 143 |
|
|
2019
Q1 | $132K | Hold |
505
| – | – | 0.14% | 143 |
|
|
2018
Q4 | $99K | Buy |
+505
| New | +$99K | 0.12% | 144 |
|