Legacy Capital Wealth Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $972K | Sell |
1,234
-18
| -1% | -$14.2K | 0.22% | 91 |
|
|
2025
Q1 | $769K | Buy |
1,252
+104
| +9% | +$63.9K | 0.19% | 110 |
|
|
2024
Q4 | $721K | Buy |
1,148
+234
| +26% | +$147K | 0.18% | 119 |
|
|
2024
Q3 | $568K | Sell |
914
-154
| -14% | -$95.6K | 0.11% | 171 |
|
|
2024
Q2 | $702K | Buy |
+1,068
| New | +$702K | 0.18% | 114 |
|
|
2024
Q1 | – | Sell |
-869
| Closed | -$543K | – | 222 |
|
|
2023
Q4 | $543K | Buy |
869
+85
| +11% | +$53.1K | 0.15% | 134 |
|
|
2023
Q3 | $400K | Buy |
+784
| New | +$400K | 0.11% | 172 |
|